Aspire Wealth 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
Q2 | – | Sell |
-92
| Closed | -$2.09K | – | 183 |
|
|
2024
Q1 | $2.09K | Sell |
92
-664
| -88% | -$15.1K | ﹤0.01% | 173 |
|
|
2023
Q4 | $17.4K | Hold |
756
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $16.7K | Sell |
756
-10,429
| -93% | -$230K | 0.01% | 143 |
|
|
2023
Q2 | $256K | Buy |
11,185
+429
| +4% | +$9.82K | 0.19% | 76 |
|
|
2023
Q1 | $251K | Sell |
10,756
-5,578
| -34% | -$130K | 0.2% | 76 |
|
|
2022
Q4 | $371K | Sell |
16,334
-208
| -1% | -$4.73K | 0.32% | 53 |
|
|
2022
Q3 | $376K | Buy |
16,542
+4,835
| +41% | +$110K | 0.35% | 49 |
|
|
2022
Q2 | $280K | Sell |
11,707
-944
| -7% | -$22.6K | 0.26% | 69 |
|
|
2022
Q1 | $315K | Buy |
12,651
+775
| +7% | +$19.3K | 0.25% | 68 |
|
|
2021
Q4 | $317K | Buy |
+11,876
| New | +$317K | 0.26% | 64 |
|