Beacon Financial Advisory’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
Q3 | – | Sell |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $712K | Buy |
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|
2021
Q3 | $680K | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q4 | $608K | Buy |
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|
2020
Q3 | $539K | Buy |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $394K | Buy |
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