Western Financial Corp’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 | $2.28M | Sell |
99,298
-1,198
| -1% | -$27.5K | 1.22% | 17 |
|
|
2025
Q1 | $2.31M | Sell |
100,496
-8,068
| -7% | -$185K | 1.34% | 10 |
|
|
2024
Q4 | $2.49M | Buy |
108,564
+7,911
| +8% | +$182K | 1.37% | 9 |
|
|
2024
Q3 | $2.36M | Sell |
100,653
-60,275
| -37% | -$1.41M | 1.34% | 11 |
|
|
2024
Q2 | $3.63M | Buy |
160,928
+1,252
| +0.8% | +$28.3K | 2.19% | 5 |
|
|
2024
Q1 | $3.64M | Buy |
159,676
+16,878
| +12% | +$384K | 2.23% | 4 |
|
|
2023
Q4 | $3.29M | Sell |
142,798
-38,411
| -21% | -$885K | 2.2% | 4 |
|
|
2023
Q3 | $3.99M | Sell |
181,209
-27,302
| -13% | -$602K | 2.93% | 3 |
|
|
2023
Q2 | $4.77M | Sell |
208,511
-5,793
| -3% | -$133K | 3.25% | 3 |
|
|
2023
Q1 | $5.01M | Sell |
214,304
-19,216
| -8% | -$449K | 3.57% | 3 |
|
|
2022
Q4 | $5.31M | Sell |
233,520
-25,516
| -10% | -$580K | 3.44% | 3 |
|
|
2022
Q3 | $5.9M | Buy |
259,036
+558
| +0.2% | +$12.7K | 4.12% | 3 |
|
|
2022
Q2 | $6.18M | Sell |
258,478
-5,735
| -2% | -$137K | 4.39% | 3 |
|
|
2022
Q1 | $6.58M | Buy |
264,213
+211,147
| +398% | +$5.26M | 3.82% | 3 |
|
|
2021
Q4 | $1.42M | Buy |
53,066
+373
| +0.7% | +$9.95K | 0.74% | 28 |
|
|
2021
Q3 | $1.4M | Sell |
52,693
-5,580
| -10% | -$148K | 0.83% | 12 |
|
|
2021
Q2 | $1.55M | Buy |
58,273
+14,409
| +33% | +$383K | 0.84% | 11 |
|
|
2021
Q1 | $1.15M | Buy |
43,864
+16,237
| +59% | +$425K | 0.7% | 11 |
|
|
2020
Q4 | $752K | Buy |
+27,627
| New | +$752K | 0.49% | 33 |
|