VA
Valmark Advisers’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 | $2.32M | Buy |
100,781
+4,050
| +4% | +$93.1K | 0.03% | 202 |
|
|
2025
Q1 | $2.22M | Sell |
96,731
-3,760
| -4% | -$86.4K | 0.03% | 195 |
|
|
2024
Q4 | $2.31M | Buy |
100,491
+16,794
| +20% | +$386K | 0.04% | 186 |
|
|
2024
Q3 | $1.96M | Buy |
83,697
+10,060
| +14% | +$236K | 0.03% | 197 |
|
|
2024
Q2 | $1.66M | Buy |
73,637
+283
| +0.4% | +$6.39K | 0.03% | 202 |
|
|
2024
Q1 | $1.67M | Sell |
73,354
-7,855
| -10% | -$179K | 0.03% | 191 |
|
|
2023
Q4 | $1.87M | Sell |
81,209
-5,788
| -7% | -$133K | 0.04% | 173 |
|
|
2023
Q3 | $1.92M | Sell |
86,997
-7,995
| -8% | -$176K | 0.04% | 150 |
|
|
2023
Q2 | $2.18M | Buy |
94,992
+1,892
| +2% | +$43.3K | 0.04% | 134 |
|
|
2023
Q1 | $2.18M | Sell |
93,100
-108
| -0.1% | -$2.53K | 0.05% | 133 |
|
|
2022
Q4 | $2.12M | Sell |
93,208
-11,976
| -11% | -$272K | 0.05% | 131 |
|
|
2022
Q3 | $2.39M | Sell |
105,184
-216
| -0.2% | -$4.92K | 0.05% | 112 |
|
|
2022
Q2 | $2.52M | Buy |
105,400
+3,408
| +3% | +$81.4K | 0.05% | 106 |
|
|
2022
Q1 | $2.54M | Sell |
101,992
-1,425
| -1% | -$35.5K | 0.04% | 107 |
|
|
2021
Q4 | $2.76M | Buy |
103,417
+827
| +0.8% | +$22.1K | 0.05% | 98 |
|
|
2021
Q3 | $2.72M | Buy |
102,590
+7,310
| +8% | +$194K | 0.05% | 94 |
|
|
2021
Q2 | $2.53M | Buy |
95,280
+2,794
| +3% | +$74.3K | 0.05% | 94 |
|
|
2021
Q1 | $2.42M | Buy |
92,486
+28,350
| +44% | +$742K | 0.05% | 95 |
|
|
2020
Q4 | $1.75M | Buy |
64,136
+5,442
| +9% | +$148K | 0.04% | 111 |
|
|
2020
Q3 | $1.64M | Buy |
58,694
+13,707
| +30% | +$383K | 0.04% | 94 |
|
|
2020
Q2 | $1.26M | Buy |
44,987
+10,696
| +31% | +$299K | 0.03% | 100 |
|
|
2020
Q1 | $960K | Buy |
34,291
+17,864
| +109% | +$500K | 0.03% | 100 |
|
|
2019
Q4 | $426K | Sell |
16,427
-76,944
| -82% | -$2M | 0.01% | 160 |
|
|
2019
Q3 | $2.46M | Buy |
93,371
+74,378
| +392% | +$1.96M | 0.05% | 58 |
|
|
2019
Q2 | $490K | Buy |
18,993
+2,953
| +18% | +$76.2K | 0.01% | 143 |
|
|
2019
Q1 | $405K | Buy |
16,040
+2,847
| +22% | +$71.9K | 0.01% | 149 |
|
|
2018
Q4 | $325K | Sell |
13,193
-1,388
| -10% | -$34.2K | 0.01% | 156 |
|
|
2018
Q3 | $355K | Buy |
14,581
+429
| +3% | +$10.4K | 0.01% | 141 |
|
|
2018
Q2 | $348K | Sell |
14,152
-70
| -0.5% | -$1.72K | 0.01% | 137 |
|
|
2018
Q1 | $351K | Buy |
14,222
+60
| +0.4% | +$1.48K | 0.01% | 133 |
|
|
2017
Q4 | $355K | Buy |
14,162
+56
| +0.4% | +$1.4K | 0.01% | 135 |
|
|
2017
Q3 | $356K | Buy |
14,106
+1,028
| +8% | +$25.9K | 0.01% | 58 |
|
|
2017
Q2 | $330K | Buy |
13,078
+258
| +2% | +$6.51K | 0.01% | 58 |
|
|
2017
Q1 | $321K | Buy |
12,820
+1,540
| +14% | +$38.6K | 0.01% | 57 |
|
|
2016
Q4 | $281K | Buy |
+11,280
| New | +$281K | 0.01% | 64 |
|