Twin Peaks Wealth 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
Q2 | $1.01M | Buy |
44,321
+33,552
| +312% | +$768K | 0.33% | 62 |
|
|
2025
Q1 | $245K | Sell |
10,769
-50,789
| -83% | -$1.16M | 0.11% | 118 |
|
|
2024
Q4 | $1.41M | Sell |
61,558
-3,132
| -5% | -$72K | 0.6% | 41 |
|
|
2024
Q3 | $1.52M | Buy |
64,690
+52,556
| +433% | +$1.23M | 0.7% | 36 |
|
|
2024
Q2 | $274K | Buy |
12,134
+100
| +0.8% | +$2.26K | 0.14% | 103 |
|
|
2024
Q1 | $274K | Buy |
+12,034
| New | +$274K | 0.15% | 107 |
|