Valeo Financial 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 |
-9,322
| Closed | -$214K | – | 694 |
|
|
2024
Q4 | $214K | Buy |
+9,322
| New | +$214K | 0.01% | 630 |
|
|
2020
Q3 | – | Sell |
-2,561
| Closed | -$72K | – | 1739 |
|
|
2020
Q2 | $72K | Buy |
+2,561
| New | +$72K | 0.01% | 579 |
|
|
2020
Q1 | – | Sell |
-12,125
| Closed | -$51K | – | 1785 |
|
|
2019
Q4 | $51K | Sell |
12,125
-6
| -0% | -$25 | 0.01% | 631 |
|
|
2019
Q3 | $52K | Buy |
12,131
+8,806
| +265% | +$37.7K | 0.01% | 586 |
|
|
2019
Q2 | $86K | Buy |
+3,325
| New | +$86K | 0.01% | 462 |
|
|
2018
Q2 | – | Sell |
-733
| Closed | -$18K | – | 1671 |
|
|
2018
Q1 | $18K | Hold |
733
| – | – | ﹤0.01% | 737 |
|
|
2017
Q4 | $18K | Hold |
733
| – | – | ﹤0.01% | 691 |
|
|
2017
Q3 | $19K | Buy |
+733
| New | +$19K | ﹤0.01% | 556 |
|