WealthShield Partners’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 | $951K | Sell |
41,366
-14,530
| -26% | -$334K | 0.11% | 175 |
|
|
2025
Q1 | $1.28M | Buy |
55,896
+18,944
| +51% | +$435K | 0.16% | 138 |
|
|
2024
Q4 | $849K | Buy |
36,952
+1,262
| +4% | +$29K | 0.12% | 170 |
|
|
2024
Q3 | $837K | Sell |
35,690
-69
| -0.2% | -$1.62K | 0.11% | 168 |
|
|
2024
Q2 | $807K | Buy |
35,759
+709
| +2% | +$16K | 0.12% | 164 |
|
|
2024
Q1 | $798K | Buy |
35,050
+3,680
| +12% | +$83.8K | 0.13% | 164 |
|
|
2023
Q4 | $723K | Sell |
31,370
-54,938
| -64% | -$1.27M | 0.12% | 172 |
|
|
2023
Q3 | $1.9M | Sell |
86,308
-81,258
| -48% | -$1.79M | 0.29% | 97 |
|
|
2023
Q2 | $3.84M | Buy |
167,566
+976
| +0.6% | +$22.4K | 0.58% | 48 |
|
|
2023
Q1 | $3.89M | Buy |
166,590
+26,585
| +19% | +$622K | 0.63% | 34 |
|
|
2022
Q4 | $3.18M | Sell |
140,005
-144,122
| -51% | -$3.27M | 0.61% | 37 |
|
|
2022
Q3 | $6.47M | Buy |
284,127
+67,517
| +31% | +$1.54M | 1.28% | 17 |
|
|
2022
Q2 | $5.18M | Buy |
216,610
+575
| +0.3% | +$13.7K | 1.03% | 23 |
|
|
2022
Q1 | $5.38M | Buy |
216,035
+39,533
| +22% | +$985K | 0.86% | 25 |
|
|
2021
Q4 | $4.71M | Sell |
176,502
-16,764
| -9% | -$447K | 0.78% | 36 |
|
|
2021
Q3 | $5.13M | Sell |
193,266
-501,973
| -72% | -$13.3M | 1.37% | 20 |
|
|
2021
Q2 | $18.5M | Buy |
695,239
+218,463
| +46% | +$5.81M | 2.9% | 4 |
|
|
2021
Q1 | $12.5M | Sell |
476,776
-44,522
| -9% | -$1.17M | 2.24% | 4 |
|
|
2020
Q4 | $14.2M | Buy |
521,298
+323,854
| +164% | +$8.82M | 2.62% | 5 |
|
|
2020
Q3 | $5.52M | Buy |
197,444
+36,792
| +23% | +$1.03M | 1.93% | 7 |
|
|
2020
Q2 | $4.5M | Buy |
160,652
+8,401
| +6% | +$235K | 2.07% | 8 |
|
|
2020
Q1 | $4.27M | Buy |
152,251
+16,034
| +12% | +$449K | 2.61% | 8 |
|
|
2019
Q4 | $3.53M | Buy |
136,217
+46,144
| +51% | +$1.2M | 1.72% | 13 |
|
|
2019
Q3 | $2.37M | Buy |
90,073
+28,859
| +47% | +$760K | 1.26% | 15 |
|
|
2019
Q2 | $1.58M | Buy |
61,214
+29,082
| +91% | +$751K | 0.92% | 25 |
|
|
2019
Q1 | $811K | Buy |
32,132
+28,622
| +815% | +$722K | 0.45% | 48 |
|
|
2018
Q4 | $87K | Buy |
3,510
+2,967
| +546% | +$73.5K | 0.06% | 150 |
|
|
2018
Q3 | $13K | Hold |
543
| – | – | 0.01% | 206 |
|
|
2018
Q2 | $13K | Sell |
543
-331
| -38% | -$7.92K | 0.01% | 199 |
|
|
2018
Q1 | $22K | Hold |
874
| – | – | 0.01% | 177 |
|
|
2017
Q4 | $22K | Buy |
+874
| New | +$22K | 0.01% | 176 |
|