Wallace Advisory Group’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 | $585K | Buy |
25,433
+164
| +0.6% | +$3.77K | 0.42% | 64 |
|
|
2025
Q1 | $581K | Buy |
25,269
+1,790
| +8% | +$41.1K | 0.4% | 69 |
|
|
2024
Q4 | $551K | Sell |
23,479
-1,064
| -4% | -$25K | 0.38% | 71 |
|
|
2024
Q3 | $554K | Hold |
24,543
| – | – | 0.41% | 60 |
|
|
2024
Q2 | $554K | Sell |
24,543
-8,262
| -25% | -$186K | 0.4% | 60 |
|
|
2024
Q1 | $756K | Buy |
32,805
+7,064
| +27% | +$163K | 0.57% | 46 |
|
|
2023
Q4 | $567K | Buy |
25,741
+2,045
| +9% | +$45.1K | 0.44% | 49 |
|
|
2023
Q3 | $543K | Buy |
23,696
+298
| +1% | +$6.82K | 0.39% | 59 |
|
|
2023
Q2 | $547K | Hold |
23,398
| – | – | 0.42% | 60 |
|
|
2023
Q1 | $547K | Buy |
23,398
+312
| +1% | +$7.3K | 0.42% | 60 |
|
|
2022
Q4 | $525K | Buy |
+23,086
| New | +$525K | 0.41% | 56 |
|