Stone House Investment Management’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 | $479K | Sell |
20,855
-8,759
| -30% | -$201K | 0.09% | 45 |
|
|
2025
Q1 | $681K | Buy |
29,614
+5,520
| +23% | +$127K | 0.14% | 37 |
|
|
2024
Q4 | $554K | Sell |
24,094
-7,373
| -23% | -$169K | 0.14% | 37 |
|
|
2024
Q3 | $738K | Buy |
31,467
+1,101
| +4% | +$25.8K | 0.15% | 34 |
|
|
2024
Q2 | $685K | Buy |
30,366
+1,446
| +5% | +$32.6K | 0.18% | 30 |
|
|
2024
Q1 | $659K | Buy |
28,920
+4,701
| +19% | +$107K | 0.15% | 34 |
|
|
2023
Q4 | $558K | Buy |
24,219
+7,752
| +47% | +$179K | 0.19% | 31 |
|
|
2023
Q3 | $363K | Sell |
16,467
-521,116
| -97% | -$11.5M | 0.13% | 30 |
|
|
2023
Q2 | $12.3M | Buy |
537,583
+17,353
| +3% | +$397K | 4.46% | 7 |
|
|
2023
Q1 | $12.2M | Buy |
520,230
+108,261
| +26% | +$2.53M | 4.11% | 8 |
|
|
2022
Q4 | $9.36M | Sell |
411,969
-468,602
| -53% | -$10.6M | 3.34% | 9 |
|
|
2022
Q3 | $20M | Buy |
880,571
+376,727
| +75% | +$8.57M | 9.3% | 5 |
|
|
2022
Q2 | $12M | Sell |
503,844
-14,591
| -3% | -$349K | 5.44% | 6 |
|
|
2022
Q1 | $12.9M | Buy |
518,435
+39,327
| +8% | +$980K | 4.4% | 8 |
|
|
2021
Q4 | $12.8M | Sell |
479,108
-81,035
| -14% | -$2.16M | 4.37% | 9 |
|
|
2021
Q3 | $14.9M | Hold |
560,143
| – | – | 5.81% | 7 |
|
|
2021
Q2 | $14.9M | Buy |
560,143
+194,344
| +53% | +$5.17M | 5.81% | 7 |
|
|
2021
Q1 | $9.96M | Hold |
365,799
| – | – | 5.02% | 7 |
|
|
2020
Q4 | $9.96M | Sell |
365,799
-289,816
| -44% | -$7.89M | 5.02% | 7 |
|
|
2020
Q3 | $18.3M | Sell |
655,615
-100,579
| -13% | -$2.81M | 7.41% | 4 |
|
|
2020
Q2 | $21.2M | Sell |
756,194
-120,627
| -14% | -$3.38M | 10.62% | 3 |
|
|
2020
Q1 | $24.6M | Sell |
876,821
-122,872
| -12% | -$3.44M | 14.35% | 2 |
|
|
2019
Q4 | $25.9M | Buy |
999,693
+160,985
| +19% | +$4.18M | 18.93% | 1 |
|
|
2019
Q3 | $22.1M | Buy |
838,708
+18,248
| +2% | +$480K | 11% | 3 |
|
|
2019
Q2 | $21.2M | Buy |
820,460
+548,677
| +202% | +$14.2M | 11.07% | 2 |
|
|
2019
Q1 | $6.86M | Buy |
271,783
+184,293
| +211% | +$4.65M | 3.57% | 9 |
|
|
2018
Q4 | $2.16M | Buy |
87,490
+920
| +1% | +$22.7K | 1.36% | 21 |
|
|
2018
Q3 | $2.11M | Buy |
86,570
+18,172
| +27% | +$442K | 1.21% | 22 |
|
|
2018
Q2 | $1.68M | Buy |
68,398
+4,741
| +7% | +$117K | 1.07% | 24 |
|
|
2018
Q1 | $1.57M | Buy |
+63,657
| New | +$1.57M | 1.02% | 24 |
|