SteelPeak Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
180,386
-744
| -0.4% | -$17.1K | 0.16% | 111 |
|
|
2025
Q1 | $4.16M | Buy |
181,130
+8,087
| +5% | +$186K | 0.17% | 107 |
|
|
2024
Q4 | $3.98M | Buy |
173,043
+24,527
| +17% | +$564K | 0.16% | 106 |
|
|
2024
Q3 | $3.48M | Buy |
148,516
+5,934
| +4% | +$139K | 0.15% | 107 |
|
|
2024
Q2 | $3.22M | Buy |
142,582
+441
| +0.3% | +$9.95K | 0.15% | 107 |
|
|
2024
Q1 | $3.24M | Buy |
142,141
+35,344
| +33% | +$805K | 0.16% | 114 |
|
|
2023
Q4 | $2.46M | Sell |
106,797
-134,981
| -56% | -$3.11M | 0.14% | 116 |
|
|
2023
Q3 | $5.33M | Sell |
241,778
-490,219
| -67% | -$10.8M | 0.33% | 68 |
|
|
2023
Q2 | $16.8M | Buy |
731,997
+6,239
| +0.9% | +$143K | 0.99% | 24 |
|
|
2023
Q1 | $17M | Buy |
725,758
+87,575
| +14% | +$2.05M | 1.15% | 20 |
|
|
2022
Q4 | $14.5M | Sell |
638,183
-651,068
| -50% | -$14.8M | 1.06% | 20 |
|
|
2022
Q3 | $29.3M | Buy |
1,289,251
+305,908
| +31% | +$6.96M | 2.18% | 9 |
|
|
2022
Q2 | $23.5M | Sell |
983,343
-22,950
| -2% | -$549K | 1.69% | 13 |
|
|
2022
Q1 | $25.1M | Buy |
1,006,293
+168,995
| +20% | +$4.21M | 1.42% | 13 |
|
|
2021
Q4 | $22.3M | Buy |
837,298
+12,498
| +2% | +$333K | 1.26% | 15 |
|
|
2021
Q3 | $21.9M | Sell |
824,800
-326,816
| -28% | -$8.67M | 1.45% | 12 |
|
|
2021
Q2 | $30.6M | Buy |
1,151,616
+49,488
| +4% | +$1.32M | 2.14% | 5 |
|
|
2021
Q1 | $28.9M | Buy |
1,102,128
+90,984
| +9% | +$2.38M | 2.27% | 5 |
|
|
2020
Q4 | $27.5M | Buy |
1,011,144
+32,094
| +3% | +$874K | 2.5% | 8 |
|
|
2020
Q3 | $27.4M | Buy |
979,050
+201,427
| +26% | +$5.63M | 2.94% | 6 |
|
|
2020
Q2 | $21.8M | Sell |
777,623
-564,578
| -42% | -$15.8M | 2.74% | 6 |
|
|
2020
Q1 | $37.6M | Sell |
1,342,201
-13,756
| -1% | -$385K | 5.94% | 3 |
|
|
2019
Q4 | $35.2M | Buy |
+1,355,957
| New | +$35.2M | 4.85% | 3 |
|