Traphagen Investment Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-625,223
| Closed | -$6.42M | – | 192 |
|
|
2025
Q1 | $6.42M | Sell |
625,223
-34,705
| -5% | -$356K | 0.67% | 19 |
|
|
2024
Q4 | $6.52M | Sell |
659,928
-658,267
| -50% | -$6.5M | 0.66% | 22 |
|
|
2024
Q3 | $15.6M | Buy |
1,318,195
+106,051
| +9% | +$1.25M | 1.57% | 14 |
|
|
2024
Q2 | $13M | Buy |
1,212,144
+76,369
| +7% | +$822K | 1.42% | 14 |
|
|
2024
Q1 | $12.9M | Buy |
1,135,775
+734,052
| +183% | +$8.35M | 1.38% | 14 |
|
|
2023
Q4 | $4.94M | Buy |
+401,723
| New | +$4.94M | 0.58% | 26 |
|