Vantage Financial Partners (Wisconsin)’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 | $5.39M | Sell |
234,512
-94,030
| -29% | -$2.16M | 1.24% | 17 |
|
|
2025
Q1 | $7.55M | Buy |
328,542
+162,387
| +98% | +$3.73M | 1.88% | 14 |
|
|
2024
Q4 | $3.82M | Sell |
166,155
-432
| -0.3% | -$9.93K | 0.96% | 18 |
|
|
2024
Q3 | $3.91M | Sell |
166,587
-155,140
| -48% | -$3.64M | 0.97% | 14 |
|
|
2024
Q2 | $7.26M | Buy |
321,727
+1,375
| +0.4% | +$31K | 1.89% | 15 |
|
|
2024
Q1 | $7.29M | Buy |
320,352
+2,554
| +0.8% | +$58.2K | 1.96% | 14 |
|
|
2023
Q4 | $7.32M | Buy |
317,798
+50,821
| +19% | +$1.17M | 2.15% | 13 |
|
|
2023
Q3 | $5.88M | Buy |
266,977
+12,487
| +5% | +$275K | 2.31% | 15 |
|
|
2023
Q2 | $5.83M | Buy |
254,490
+42,587
| +20% | +$975K | 2.18% | 18 |
|
|
2023
Q1 | $4.95M | Buy |
211,903
+181,208
| +590% | +$4.24M | 1.97% | 18 |
|
|
2022
Q4 | $697K | Sell |
30,695
-32,427
| -51% | -$737K | 0.42% | 22 |
|
|
2022
Q3 | $1.44M | Sell |
63,122
-22,037
| -26% | -$502K | 0.97% | 15 |
|
|
2022
Q2 | $2.04M | Sell |
85,159
-18,790
| -18% | -$449K | 1.2% | 10 |
|
|
2022
Q1 | $2.59M | Sell |
103,949
-435,038
| -81% | -$10.8M | 1.32% | 8 |
|
|
2021
Q4 | $14.4M | Buy |
+538,987
| New | +$14.4M | 5.63% | 7 |
|