Acorn Financial Advisory Services’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 |
-13,918
| Closed | -$317K | – | 219 |
|
|
2022
Q3 | $317K | Buy |
13,918
+2,694
| +24% | +$61.4K | 0.08% | 166 |
|
|
2022
Q2 | $268K | Sell |
11,224
-1,479
| -12% | -$35.3K | 0.06% | 171 |
|
|
2022
Q1 | $316K | Buy |
12,703
+1,398
| +12% | +$34.8K | 0.06% | 177 |
|
|
2021
Q4 | $302K | Buy |
11,305
+186
| +2% | +$4.97K | 0.06% | 181 |
|
|
2021
Q3 | $295K | Sell |
11,119
-2,984
| -21% | -$79.2K | 0.09% | 177 |
|
|
2021
Q2 | $375K | Buy |
14,103
+533
| +4% | +$14.2K | 0.11% | 170 |
|
|
2021
Q1 | $355K | Buy |
13,570
+581
| +4% | +$15.2K | 0.13% | 154 |
|
|
2020
Q4 | $354K | Buy |
12,989
+228
| +2% | +$6.21K | 0.14% | 158 |
|
|
2020
Q3 | $357K | Buy |
12,761
+15
| +0.1% | +$420 | 0.19% | 135 |
|
|
2020
Q2 | $357K | Sell |
12,746
-2,838
| -18% | -$79.5K | 0.25% | 127 |
|
|
2020
Q1 | $437K | Sell |
15,584
-2,554
| -14% | -$71.6K | 0.43% | 86 |
|
|
2019
Q4 | $471K | Buy |
+18,138
| New | +$471K | 0.4% | 86 |
|