180 Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-11,668
| Closed | -$266K | – | 381 |
|
2022
Q3 | $266K | Buy |
11,668
+2,352
| +25% | +$53.6K | 0.07% | 269 |
|
2022
Q2 | $224K | Sell |
9,316
-712
| -7% | -$17.1K | 0.06% | 316 |
|
2022
Q1 | $242K | Buy |
10,028
+1,062
| +12% | +$25.6K | 0.05% | 317 |
|
2021
Q4 | $234K | Sell |
8,966
-3,164
| -26% | -$82.6K | 0.05% | 319 |
|
2021
Q3 | $321K | Sell |
12,130
-100
| -0.8% | -$2.65K | 0.07% | 272 |
|
2021
Q2 | $326K | Sell |
12,230
-458
| -4% | -$12.2K | 0.07% | 255 |
|
2021
Q1 | $334K | Sell |
12,688
-93
| -0.7% | -$2.45K | 0.08% | 223 |
|
2020
Q4 | $346K | Buy |
12,781
+1,155
| +10% | +$31.3K | 0.1% | 199 |
|
2020
Q3 | $322K | Sell |
11,626
-1,966
| -14% | -$54.5K | 0.12% | 173 |
|
2020
Q2 | $382K | Sell |
13,592
-885
| -6% | -$24.9K | 0.15% | 142 |
|
2020
Q1 | $407K | Sell |
14,477
-2,298
| -14% | -$64.6K | 0.21% | 122 |
|
2019
Q4 | $438K | Sell |
16,775
-1,191
| -7% | -$31.1K | 0.17% | 140 |
|
2019
Q3 | $471K | Buy |
17,966
+2,568
| +17% | +$67.3K | 0.21% | 135 |
|
2019
Q2 | $399K | Sell |
15,398
-28
| -0.2% | -$726 | 0.18% | 145 |
|
2019
Q1 | $388K | Buy |
+15,426
| New | +$388K | 0.18% | 146 |
|