Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $70.8M | Buy |
3,108,176
+165,957
| +6% | +$3.78M | 1.98% | 8 |
|
|
2023
Q4 | $67.8M | Buy |
2,942,219
+165,346
| +6% | +$3.81M | 2.07% | 9 |
|
|
2023
Q3 | $61.2M | Buy |
2,776,873
+74,015
| +3% | +$1.63M | 2.12% | 9 |
|
|
2023
Q2 | $61.9M | Buy |
+2,702,858
| New | +$61.9M | 2.04% | 9 |
|
|
2023
Q1 | – | Sell |
-24,486
| Closed | -$556K | – | 517 |
|
|
2022
Q4 | $556K | Sell |
24,486
-274
| -1% | -$6.23K | 0.02% | 291 |
|
|
2022
Q3 | $564K | Buy |
+24,760
| New | +$564K | 0.02% | 272 |
|