Waverly 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
Q2 | $676K | Sell |
29,406
-1,623
| -5% | -$37.3K | 0.01% | 726 |
|
|
2025
Q1 | $713K | Buy |
31,029
+4,863
| +19% | +$112K | 0.01% | 683 |
|
|
2024
Q4 | $601K | Buy |
26,166
+1,904
| +8% | +$43.8K | 0.01% | 639 |
|
|
2024
Q3 | $569K | Sell |
24,262
-954
| -4% | -$22.4K | 0.01% | 555 |
|
|
2024
Q2 | $569K | Buy |
25,216
+1,278
| +5% | +$28.8K | 0.01% | 550 |
|
|
2024
Q1 | $545K | Buy |
+23,938
| New | +$545K | 0.01% | 463 |
|
|
2020
Q2 | – | Sell |
-14,086
| Closed | -$395K | – | 158 |
|
|
2020
Q1 | $395K | Hold |
14,086
| – | – | 0.07% | 89 |
|
|
2019
Q4 | $371K | Buy |
+14,086
| New | +$371K | 0.05% | 99 |
|