Strategic Investment Advisors’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 | $11M | Buy |
479,632
+50,706
| +12% | +$1.16M | 1.07% | 24 |
|
2025
Q1 | $9.86M | Buy |
428,926
+43,501
| +11% | +$1,000K | 1.04% | 28 |
|
2024
Q4 | $8.86M | Buy |
385,425
+71,277
| +23% | +$1.64M | 0.94% | 31 |
|
2024
Q3 | $7.37M | Buy |
314,148
+11,847
| +4% | +$278K | 0.81% | 33 |
|
2024
Q2 | $6.82M | Buy |
302,301
+28,201
| +10% | +$636K | 0.83% | 31 |
|
2024
Q1 | $6.24M | Sell |
274,100
-3,967
| -1% | -$90.3K | 0.8% | 31 |
|
2023
Q4 | $6.41M | Sell |
278,067
-4,403
| -2% | -$101K | 0.92% | 27 |
|
2023
Q3 | $6.23M | Buy |
+282,470
| New | +$6.23M | 1.03% | 23 |
|
2023
Q2 | – | Sell |
-243,064
| Closed | -$5.68M | – | 203 |
|
2023
Q1 | $5.68M | Buy |
243,064
+4,789
| +2% | +$112K | 1.03% | 23 |
|
2022
Q4 | $5.41M | Buy |
238,275
+8,142
| +4% | +$185K | 1.12% | 23 |
|
2022
Q3 | $5.24M | Sell |
230,133
-53,044
| -19% | -$1.21M | 1.18% | 19 |
|
2022
Q2 | $6.77M | Sell |
283,177
-7,656
| -3% | -$183K | 1.35% | 16 |
|
2022
Q1 | $7.25M | Buy |
290,833
+10,591
| +4% | +$264K | 1.37% | 14 |
|
2021
Q4 | $7.48M | Buy |
280,242
+762
| +0.3% | +$20.3K | 1.45% | 17 |
|
2021
Q3 | $7.42M | Buy |
279,480
+1,140
| +0.4% | +$30.2K | 1.63% | 16 |
|
2021
Q2 | $7.4M | Buy |
278,340
+33,598
| +14% | +$894K | 1.7% | 17 |
|
2021
Q1 | $6.41M | Buy |
244,742
+1,785
| +0.7% | +$46.8K | 1.66% | 17 |
|
2020
Q4 | $6.62M | Buy |
242,957
+174,326
| +254% | +$4.75M | 1.91% | 15 |
|
2020
Q3 | $1.92M | Buy |
68,631
+3,460
| +5% | +$96.6K | 0.65% | 44 |
|
2020
Q2 | $1.82M | Buy |
65,171
+9,998
| +18% | +$280K | 0.69% | 43 |
|
2020
Q1 | $1.55M | Buy |
55,173
+8,572
| +18% | +$240K | 0.71% | 40 |
|
2019
Q4 | $1.21M | Buy |
46,601
+22,344
| +92% | +$580K | 0.5% | 48 |
|
2019
Q3 | $639K | Buy |
24,257
+5,420
| +29% | +$143K | 0.31% | 63 |
|
2019
Q2 | $495K | Buy |
+18,837
| New | +$495K | 0.27% | 65 |
|