SFP
Sterling Financial Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
178,923
+1,062
| +0.6% | +$24.4K | 1.37% | 21 |
|
|
2025
Q1 | $4.09M | Sell |
177,861
-36,542
| -17% | -$840K | 1.48% | 21 |
|
|
2024
Q4 | $4.93M | Buy |
214,403
+57,802
| +37% | +$1.33M | 1.81% | 15 |
|
|
2024
Q3 | $3.67M | Buy |
156,601
+8,055
| +5% | +$189K | 1.35% | 22 |
|
|
2024
Q2 | $3.35M | Sell |
148,546
-5,279
| -3% | -$119K | 1.36% | 21 |
|
|
2024
Q1 | $3.5M | Sell |
153,825
-3,328
| -2% | -$75.8K | 1.42% | 19 |
|
|
2023
Q4 | $3.62M | Sell |
157,153
-13,231
| -8% | -$305K | 1.57% | 18 |
|
|
2023
Q3 | $3.76M | Sell |
170,384
-2,133
| -1% | -$47K | 1.92% | 13 |
|
|
2023
Q2 | $3.95M | Buy |
172,517
+1,203
| +0.7% | +$27.5K | 1.96% | 14 |
|
|
2023
Q1 | $4.01M | Buy |
171,314
+6,157
| +4% | +$144K | 2.17% | 13 |
|
|
2022
Q4 | $3.75M | Buy |
165,157
+21,822
| +15% | +$496K | 2.24% | 11 |
|
|
2022
Q3 | $3.26M | Buy |
143,335
+29,194
| +26% | +$664K | 2.29% | 13 |
|
|
2022
Q2 | $2.73M | Buy |
114,141
+85,404
| +297% | +$2.04M | 1.92% | 16 |
|
|
2022
Q1 | $716K | Buy |
28,737
+55
| +0.2% | +$1.37K | 0.45% | 41 |
|
|
2021
Q4 | $765K | Buy |
28,682
+16,805
| +141% | +$448K | 0.48% | 38 |
|
|
2021
Q3 | $315K | Buy |
11,877
+2,107
| +22% | +$55.9K | 0.2% | 63 |
|
|
2021
Q2 | $260K | Buy |
9,770
+8,759
| +866% | +$233K | 0.17% | 67 |
|
|
2021
Q1 | $26K | Buy |
+1,011
| New | +$26K | 0.02% | 208 |
|