Topel & Distasi Wealth 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 | $12.9M | Buy |
559,527
+5,641
| +1% | +$130K | 6.74% | 4 |
|
|
2025
Q1 | $12.7M | Buy |
553,886
+15,758
| +3% | +$362K | 5.94% | 4 |
|
|
2024
Q4 | $12.4M | Buy |
538,128
+21,872
| +4% | +$503K | 5.3% | 4 |
|
|
2024
Q3 | $12.1M | Buy |
516,256
+4,000
| +0.8% | +$93.8K | 5.02% | 4 |
|
|
2024
Q2 | $11.6M | Buy |
512,256
+3,276
| +0.6% | +$73.9K | 5.08% | 4 |
|
|
2024
Q1 | $11.6M | Buy |
508,980
+106,545
| +26% | +$2.43M | 5.12% | 4 |
|
|
2023
Q4 | $9.27M | Buy |
402,435
+45,553
| +13% | +$1.05M | 4.4% | 5 |
|
|
2023
Q3 | $7.87M | Buy |
356,882
+33,492
| +10% | +$738K | 4.12% | 5 |
|
|
2023
Q2 | $7.41M | Buy |
323,390
+5,120
| +2% | +$117K | 3.73% | 8 |
|
|
2023
Q1 | $7.44M | Buy |
318,270
+4,066
| +1% | +$95.1K | 3.88% | 6 |
|
|
2022
Q4 | $7.14M | Buy |
314,204
+6,516
| +2% | +$148K | 4% | 8 |
|
|
2022
Q3 | $6.95M | Sell |
307,688
-33,145
| -10% | -$749K | 3.84% | 8 |
|
|
2022
Q2 | $8.15M | Sell |
340,833
-15,980
| -4% | -$382K | 4.71% | 4 |
|
|
2022
Q1 | $8.89M | Sell |
356,813
-1,253
| -0.3% | -$31.2K | 3.72% | 5 |
|
|
2021
Q4 | $9.55M | Buy |
+358,066
| New | +$9.55M | 3.9% | 6 |
|