Baystate Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$36.8K Sell
1,595
-3
-0.2% -$67 ﹤0.01% 427
2023
Q3
$35.2K Sell
1,598
-8,504
-84% -$191K ﹤0.01% 387
2023
Q2
$231K Sell
10,102
-572
-5% -$13.3K 0.02% 177
2023
Q1
$250K Buy
10,674
+2,111
+25% +$48.8K 0.02% 168
2022
Q4
$195K Sell
8,563
-29,685
-78% -$675K 0.02% 188
2022
Q3
$871K Buy
38,248
+17,121
+81% +$406K 0.09% 89
2022
Q2
$505K Sell
21,127
-8,738
-29% -$210K 0.05% 121
2022
Q1
$744K Sell
29,865
-4,943
-14% -$127K 0.07% 94
2021
Q4
$929K Buy
34,808
+2,966
+9% +$78.5K 0.08% 79
2021
Q3
$845K Sell
31,842
-498
-2% -$13.3K 0.08% 75
2021
Q2
$860K Sell
32,340
-5,318
-14% -$140K 0.09% 73
2021
Q1
$986K Buy
37,658
+23,755
+171% +$635K 0.1% 63
2020
Q4
$379K Buy
13,903
+5,245
+61% +$145K 0.04% 91
2020
Q3
$242K Hold
8,658
0.03% 108
2020
Q2
$242K Buy
+8,658
New +$242K 0.03% 104
2020
Q1
Sell
-478
Closed -$12K 627
2019
Q4
$12K Buy
478
+3
+0.6% +$78 ﹤0.01% 385
2019
Q3
$12K Buy
+475
New +$12.4K ﹤0.01% 344

Other funds holding GOVT