TrueWealth 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
Q1 | – | Sell |
-11,160
| Closed | -$256K | – | 224 |
|
|
2024
Q4 | $256K | Buy |
11,160
+1,468
| +15% | +$33.7K | 0.09% | 187 |
|
|
2024
Q3 | $227K | Sell |
9,692
-1,919
| -17% | -$45K | 0.08% | 205 |
|
|
2024
Q2 | $262K | Buy |
11,611
+534
| +5% | +$12.1K | 0.1% | 186 |
|
|
2024
Q1 | $252K | Buy |
11,077
+474
| +4% | +$10.8K | 0.1% | 177 |
|
|
2023
Q4 | $244K | Sell |
10,603
-11
| -0.1% | -$253 | 0.09% | 167 |
|
|
2023
Q3 | $234K | Sell |
10,614
-8,359
| -44% | -$184K | 0.1% | 164 |
|
|
2023
Q2 | $434K | Buy |
18,973
+793
| +4% | +$18.2K | 0.18% | 94 |
|
|
2023
Q1 | $425K | Buy |
18,180
+1,328
| +8% | +$31K | 0.18% | 93 |
|
|
2022
Q4 | $383K | Sell |
16,852
-21,478
| -56% | -$488K | 0.17% | 102 |
|
|
2022
Q3 | $872K | Buy |
38,330
+7,939
| +26% | +$181K | 0.41% | 49 |
|
|
2022
Q2 | $726K | Buy |
30,391
+898
| +3% | +$21.5K | 0.34% | 66 |
|
|
2022
Q1 | $787K | Hold |
29,493
| – | – | 0.35% | 61 |
|
|
2021
Q4 | $787K | Buy |
29,493
+3,993
| +16% | +$107K | 0.35% | 61 |
|
|
2021
Q3 | $677K | Sell |
25,500
-1,882
| -7% | -$50K | 0.38% | 57 |
|
|
2021
Q2 | $728K | Buy |
27,382
+3,713
| +16% | +$98.7K | 0.42% | 52 |
|
|
2021
Q1 | $625K | Buy |
+23,669
| New | +$625K | 0.41% | 55 |
|