Strategic Wealth Partners’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 | $33.4K | Buy |
+1,453
| New | +$33.4K | ﹤0.01% | 564 |
|
2023
Q2 | – | Sell |
-17,035
| Closed | -$398K | – | 290 |
|
2023
Q1 | $398K | Sell |
17,035
-4,769
| -22% | -$111K | 0.06% | 191 |
|
2022
Q4 | $495K | Sell |
21,804
-41,997
| -66% | -$954K | 0.09% | 171 |
|
2022
Q3 | $1.45M | Buy |
+63,801
| New | +$1.45M | 0.31% | 105 |
|
2019
Q4 | – | Sell |
-1,139
| Closed | -$30 | – | 276 |
|
2019
Q3 | $30 | Buy |
+1,139
| New | +$30 | ﹤0.01% | 338 |
|