West Wealth 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 | $488K | Sell |
21,253
-2,085
| -9% | -$47.8K | 0.12% | 58 |
|
|
2025
Q1 | $536K | Buy |
23,338
+966
| +4% | +$22.2K | 0.16% | 46 |
|
|
2024
Q4 | $514K | Sell |
22,372
-1,828
| -8% | -$42K | 0.15% | 47 |
|
|
2024
Q3 | $567K | Sell |
24,200
-163
| -0.7% | -$3.82K | 0.18% | 43 |
|
|
2024
Q2 | $550K | Sell |
24,363
-685
| -3% | -$15.5K | 0.19% | 43 |
|
|
2024
Q1 | $570K | Sell |
25,048
-14,340
| -36% | -$327K | 0.21% | 42 |
|
|
2023
Q4 | $908K | Sell |
39,388
-40,793
| -51% | -$940K | 0.36% | 30 |
|
|
2023
Q3 | $1.77M | Sell |
80,181
-159,080
| -66% | -$3.51M | 0.77% | 20 |
|
|
2023
Q2 | $5.48M | Sell |
239,261
-2,965
| -1% | -$67.9K | 2.32% | 13 |
|
|
2023
Q1 | $5.66M | Buy |
242,226
+57,553
| +31% | +$1.35M | 2.62% | 13 |
|
|
2022
Q4 | $4.2M | Sell |
184,673
-296,493
| -62% | -$6.74M | 2.09% | 13 |
|
|
2022
Q3 | $11M | Buy |
481,166
+83,032
| +21% | +$1.89M | 5.55% | 5 |
|
|
2022
Q2 | $9.52M | Sell |
398,134
-100,717
| -20% | -$2.41M | 4.41% | 4 |
|
|
2022
Q1 | $12.4M | Sell |
498,851
-99,976
| -17% | -$2.49M | 4.94% | 4 |
|
|
2021
Q4 | $16M | Buy |
+598,827
| New | +$16M | 6.01% | 5 |
|