Beam Wealth Advisors’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
-31,398
Closed -$715K 107
2022
Q3
$715K Buy
31,398
+5,912
+23% +$135K 0.8% 45
2022
Q2
$609K Buy
+25,486
New +$609K 0.68% 52