The Family Firm’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 | $2.13M | Buy |
92,479
+1,804
| +2% | +$41.5K | 0.51% | 50 |
|
|
2025
Q1 | $2.08M | Buy |
90,675
+1,107
| +1% | +$25.4K | 0.47% | 47 |
|
|
2024
Q4 | $2.06M | Buy |
89,568
+9,921
| +12% | +$228K | 0.46% | 47 |
|
|
2024
Q3 | $1.87M | Buy |
79,647
+15,634
| +24% | +$367K | 0.41% | 53 |
|
|
2024
Q2 | $1.44M | Buy |
64,013
+2,676
| +4% | +$60.4K | 0.32% | 60 |
|
|
2024
Q1 | $1.4M | Buy |
61,337
+13,538
| +28% | +$308K | 0.34% | 62 |
|
|
2023
Q4 | $1.1M | Buy |
47,799
+16,296
| +52% | +$375K | 0.28% | 65 |
|
|
2023
Q3 | $694K | Sell |
31,503
-1,546
| -5% | -$34.1K | 0.19% | 87 |
|
|
2023
Q2 | $757K | Buy |
33,049
+4,488
| +16% | +$103K | 0.2% | 84 |
|
|
2023
Q1 | $668K | Sell |
28,561
-1,244
| -4% | -$29.1K | 0.19% | 88 |
|
|
2022
Q4 | $677K | Sell |
29,805
-27,687
| -48% | -$629K | 0.2% | 90 |
|
|
2022
Q3 | $1.31M | Buy |
57,492
+2,074
| +4% | +$47.2K | 0.42% | 51 |
|
|
2022
Q2 | $1.32M | Buy |
55,418
+1,451
| +3% | +$34.7K | 0.39% | 52 |
|
|
2022
Q1 | $1.34M | Buy |
53,967
+19,109
| +55% | +$476K | 0.35% | 60 |
|
|
2021
Q4 | $930K | Buy |
34,858
+88
| +0.3% | +$2.35K | 0.24% | 75 |
|
|
2021
Q3 | $915K | Buy |
+34,770
| New | +$915K | 0.24% | 72 |
|