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