United Capital Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180M | Sell |
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|
2025
Q1 | $187M | Buy |
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|
2024
Q4 | $181M | Sell |
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|
2024
Q3 | $190M | Buy |
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|
2024
Q2 | $176M | Buy |
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|
2024
Q1 | $177M | Sell |
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|
2023
Q4 | $182M | Sell |
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|
2023
Q3 | $301M | Sell |
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|
2023
Q2 | $481M | Sell |
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|
2023
Q1 | $494M | Buy |
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|
2022
Q4 | $471M | Sell |
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|
2022
Q3 | $515M | Sell |
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|
2022
Q2 | $559M | Sell |
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|
2022
Q1 | $620M | Sell |
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|
2021
Q4 | $688M | Buy |
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|
2021
Q3 | $667M | Buy |
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|
2021
Q2 | $667M | Buy |
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|
2021
Q1 | $644M | Buy |
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|
2020
Q4 | $633M | Buy |
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|
2020
Q3 | $575M | Buy |
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|
2020
Q2 | $548M | Buy |
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|
2020
Q1 | $479M | Sell |
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|
2019
Q4 | $514M | Sell |
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|
2019
Q3 | $538M | Sell |
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|
2019
Q2 | $546M | Buy |
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|
2019
Q1 | $489M | Buy |
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|
2018
Q4 | $435M | Sell |
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|
2018
Q3 | $454M | Buy |
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|
2018
Q2 | $450M | Buy |
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|
2018
Q1 | $430M | Buy |
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|
2017
Q4 | $400M | Buy |
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|
2017
Q3 | $384M | Buy |
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|
2017
Q2 | $365M | Buy |
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|
2017
Q1 | $324M | Buy |
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|
2016
Q4 | $281M | Buy |
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|
2016
Q3 | $282M | Buy |
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|
2016
Q2 | $7.59M | Buy |
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