SA
Stewardship Advisors’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 | $1.23M | Buy |
53,480
+13,483
| +34% | +$310K | 0.31% | 43 |
|
|
2025
Q1 | $919K | Sell |
39,997
-37,699
| -49% | -$867K | 0.25% | 52 |
|
|
2024
Q4 | $1.79M | Sell |
77,696
-157,905
| -67% | -$3.63M | 0.5% | 35 |
|
|
2024
Q3 | $5.52M | Sell |
235,601
-5,212
| -2% | -$122K | 1.56% | 14 |
|
|
2024
Q2 | $5.44M | Sell |
240,813
-53,760
| -18% | -$1.21M | 1.8% | 19 |
|
|
2024
Q1 | $6.71M | Sell |
294,573
-447,421
| -60% | -$10.2M | 2.3% | 11 |
|
|
2023
Q4 | $17.1M | Sell |
741,994
-28,716
| -4% | -$662K | 6.16% | 2 |
|
|
2023
Q3 | $17M | Buy |
770,710
+2,166
| +0.3% | +$47.7K | 6.64% | 2 |
|
|
2023
Q2 | $17.6M | Buy |
768,544
+95,981
| +14% | +$2.2M | 6.62% | 4 |
|
|
2023
Q1 | $15.7M | Buy |
672,563
+201,551
| +43% | +$4.71M | 6.04% | 5 |
|
|
2022
Q4 | $10.7M | Buy |
471,012
+9,181
| +2% | +$209K | 4.31% | 7 |
|
|
2022
Q3 | $10.5M | Buy |
461,831
+151,464
| +49% | +$3.45M | 4.55% | 6 |
|
|
2022
Q2 | $7.42M | Sell |
310,367
-146,185
| -32% | -$3.49M | 3.12% | 9 |
|
|
2022
Q1 | $11.4M | Sell |
456,552
-13,506
| -3% | -$336K | 4.19% | 7 |
|
|
2021
Q4 | $12.5M | Buy |
470,058
+8,199
| +2% | +$219K | 4.51% | 5 |
|
|
2021
Q3 | $12.3M | Sell |
461,859
-9,101
| -2% | -$241K | 4.64% | 5 |
|
|
2021
Q2 | $12.5M | Sell |
470,960
-348,347
| -43% | -$9.27M | 4.69% | 6 |
|
|
2021
Q1 | $21.5M | Buy |
819,307
+246,384
| +43% | +$6.45M | 8.44% | 3 |
|
|
2020
Q4 | $15.6M | Buy |
572,923
+62,050
| +12% | +$1.69M | 6.36% | 4 |
|
|
2020
Q3 | $14.2M | Buy |
510,873
+86,869
| +20% | +$2.42M | 7.12% | 3 |
|
|
2020
Q2 | $11.9M | Buy |
424,004
+47,667
| +13% | +$1.33M | 6.58% | 4 |
|
|
2020
Q1 | $10.5M | Buy |
376,337
+154,703
| +70% | +$4.33M | 6.85% | 4 |
|
|
2019
Q4 | $5.75M | Buy |
+221,634
| New | +$5.75M | 3.61% | 10 |
|