Stokes Family Office’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 | $1.68M | Buy |
73,083
+6,045
| +9% | +$139K | 0.18% | 98 |
|
2025
Q1 | $1.54M | Buy |
67,038
+22,015
| +49% | +$506K | 0.17% | 98 |
|
2024
Q4 | $1.03M | Buy |
45,023
+11,258
| +33% | +$259K | 0.11% | 123 |
|
2024
Q3 | $792K | Buy |
33,765
+410
| +1% | +$9.61K | 0.09% | 127 |
|
2024
Q2 | $753K | Sell |
33,355
-1,156
| -3% | -$26.1K | 0.09% | 129 |
|
2024
Q1 | $786K | Sell |
34,511
-1,716
| -5% | -$39.1K | 0.1% | 124 |
|
2023
Q4 | $835K | Sell |
36,227
-21,241
| -37% | -$489K | 0.11% | 117 |
|
2023
Q3 | $1.27M | Sell |
57,468
-474,369
| -89% | -$10.5M | 0.15% | 114 |
|
2023
Q2 | $12.2M | Sell |
531,837
-18,145
| -3% | -$416K | 1.41% | 13 |
|
2023
Q1 | $12.9M | Buy |
549,982
+216,997
| +65% | +$5.07M | 1.6% | 13 |
|
2022
Q4 | $7.57M | Sell |
332,985
-699,276
| -68% | -$15.9M | 0.97% | 24 |
|
2022
Q3 | $23.5M | Buy |
1,032,261
+231,037
| +29% | +$5.26M | 3.35% | 5 |
|
2022
Q2 | $19.1M | Buy |
801,224
+47,596
| +6% | +$1.14M | 2.61% | 7 |
|
2022
Q1 | $18.8M | Buy |
753,628
+34,757
| +5% | +$866K | 2.49% | 7 |
|
2021
Q4 | $19.2M | Buy |
718,871
+26,924
| +4% | +$718K | 2.39% | 8 |
|
2021
Q3 | $18.4M | Sell |
691,947
-49,781
| -7% | -$1.32M | 2.55% | 7 |
|
2021
Q2 | $19.7M | Buy |
741,728
+68,054
| +10% | +$1.81M | 2.79% | 7 |
|
2021
Q1 | $17.8M | Buy |
+673,674
| New | +$17.8M | 2.76% | 7 |
|