Allegheny Financial Group’s iShares Government/Credit Bond ETF GBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,199
Closed -$250K 170
2022
Q1
$250K Sell
2,199
-2,292
-51% -$261K 0.11% 134
2021
Q4
$546K Sell
4,491
-13,739
-75% -$1.67M 0.22% 76
2021
Q3
$2.22M Sell
18,230
-5,822
-24% -$710K 1.02% 22
2021
Q2
$2.95M Buy
24,052
+1,947
+9% +$238K 1.33% 16
2021
Q1
$2.65M Buy
22,105
+9,114
+70% +$1.09M 1.94% 12
2020
Q4
$1.64M Buy
+12,991
New +$1.64M 0.88% 24