UCFA
United Capital Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180M | Sell |
7,832,116
-293,462
| -4% | -$6.74M | 1.45% | 13 |
|
|
2025
Q1 | $187M | Buy |
8,125,578
+262,702
| +3% | +$6.04M | 1.6% | 11 |
|
|
2024
Q4 | $181M | Sell |
7,862,876
-235,637
| -3% | -$5.41M | 1.53% | 12 |
|
|
2024
Q3 | $190M | Buy |
8,098,513
+321,603
| +4% | +$7.54M | 1.56% | 11 |
|
|
2024
Q2 | $176M | Buy |
7,776,910
+22,639
| +0.3% | +$511K | 1.51% | 12 |
|
|
2024
Q1 | $177M | Sell |
7,754,271
-126,229
| -2% | -$2.87M | 1.45% | 12 |
|
|
2023
Q4 | $182M | Sell |
7,880,500
-5,798,574
| -42% | -$134M | 1.51% | 11 |
|
|
2023
Q3 | $301M | Sell |
13,679,074
-7,342,245
| -35% | -$162M | 1.98% | 8 |
|
|
2023
Q2 | $481M | Sell |
21,021,319
-99,097
| -0.5% | -$2.27M | 2.62% | 5 |
|
|
2023
Q1 | $494M | Buy |
21,120,416
+411,344
| +2% | +$9.62M | 2.76% | 5 |
|
|
2022
Q4 | $471M | Sell |
20,709,072
-1,903,116
| -8% | -$43.2M | 2.64% | 5 |
|
|
2022
Q3 | $515M | Sell |
22,612,188
-783,676
| -3% | -$17.8M | 3.04% | 4 |
|
|
2022
Q2 | $559M | Sell |
23,395,864
-1,509,509
| -6% | -$36.1M | 3.07% | 4 |
|
|
2022
Q1 | $620M | Sell |
24,905,373
-868,559
| -3% | -$21.6M | 3.01% | 6 |
|
|
2021
Q4 | $688M | Buy |
25,773,932
+642,016
| +3% | +$17.1M | 3.17% | 5 |
|
|
2021
Q3 | $667M | Buy |
25,131,916
+49,686
| +0.2% | +$1.32M | 3.33% | 3 |
|
|
2021
Q2 | $667M | Buy |
25,082,230
+488,002
| +2% | +$13M | 3.36% | 3 |
|
|
2021
Q1 | $644M | Buy |
24,594,228
+1,348,415
| +6% | +$35.3M | 3.56% | 2 |
|
|
2020
Q4 | $633M | Buy |
23,245,813
+2,668,373
| +13% | +$72.7M | 3.82% | 1 |
|
|
2020
Q3 | $575M | Buy |
20,577,440
+988,815
| +5% | +$27.6M | 3.75% | 1 |
|
|
2020
Q2 | $548M | Buy |
19,588,625
+2,377,071
| +14% | +$66.5M | 3.99% | 1 |
|
|
2020
Q1 | $479M | Sell |
17,211,554
-2,599,942
| -13% | -$72.3M | 3.96% | 1 |
|
|
2019
Q4 | $514M | Sell |
19,811,496
-623,559
| -3% | -$16.2M | 3.32% | 1 |
|
|
2019
Q3 | $538M | Sell |
20,435,055
-734,167
| -3% | -$19.3M | 3.76% | 1 |
|
|
2019
Q2 | $546M | Buy |
21,169,222
+1,802,279
| +9% | +$46.5M | 3.57% | 1 |
|
|
2019
Q1 | $489M | Buy |
19,366,943
+1,712,357
| +10% | +$43.2M | 3.44% | 1 |
|
|
2018
Q4 | $435M | Sell |
17,654,586
-1,003,715
| -5% | -$24.7M | 3.46% | 1 |
|
|
2018
Q3 | $454M | Buy |
18,658,301
+388,907
| +2% | +$9.47M | 3.19% | 1 |
|
|
2018
Q2 | $450M | Buy |
18,269,394
+861,399
| +5% | +$21.2M | 3.35% | 1 |
|
|
2018
Q1 | $430M | Buy |
17,407,995
+1,443,028
| +9% | +$35.6M | 3.28% | 1 |
|
|
2017
Q4 | $400M | Buy |
15,964,967
+733,179
| +5% | +$18.4M | 3.16% | 1 |
|
|
2017
Q3 | $384M | Buy |
15,231,788
+790,122
| +5% | +$19.9M | 3.26% | 1 |
|
|
2017
Q2 | $365M | Buy |
14,441,666
+1,500,865
| +12% | +$37.9M | 3.27% | 1 |
|
|
2017
Q1 | $324M | Buy |
12,940,801
+1,661,899
| +15% | +$41.6M | 3.02% | 1 |
|
|
2016
Q4 | $281M | Buy |
11,278,902
+464,356
| +4% | +$11.6M | 2.73% | 2 |
|
|
2016
Q3 | $282M | Buy |
10,814,546
+10,522,732
| +3,606% | +$274M | 2.74% | 2 |
|
|
2016
Q2 | $7.59M | Buy |
+291,814
| New | +$7.59M | 0.08% | 301 |
|