Beaumont Financial 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
Q1 | – | Sell |
-9,363
| Closed | -$250K | – | 368 |
|
|
2021
Q4 | $250K | Hold |
9,363
| – | – | 0.02% | 310 |
|
|
2021
Q3 | $248K | Hold |
9,363
| – | – | 0.02% | 303 |
|
|
2021
Q2 | $249K | Hold |
9,363
| – | – | 0.02% | 329 |
|
|
2021
Q1 | $245K | Sell |
9,363
-3,406
| -27% | -$89.1K | 0.02% | 305 |
|
|
2020
Q4 | $348K | Buy |
+12,769
| New | +$348K | 0.03% | 244 |
|
|
2020
Q3 | – | Sell |
-8,531
| Closed | -$239K | – | 312 |
|
|
2020
Q2 | $239K | Hold |
8,531
| – | – | 0.03% | 252 |
|
|
2020
Q1 | $239K | Sell |
8,531
-2,475
| -22% | -$69.3K | 0.03% | 211 |
|
|
2019
Q4 | $285K | Buy |
+11,006
| New | +$285K | 0.03% | 228 |
|
|
2018
Q3 | – | Sell |
-15,350
| Closed | -$378K | – | 234 |
|
|
2018
Q2 | $378K | Sell |
15,350
-169
| -1% | -$4.16K | 0.04% | 149 |
|
|
2018
Q1 | $383K | Buy |
15,519
+1,378
| +10% | +$34K | 0.04% | 153 |
|
|
2017
Q4 | $355K | Buy |
+14,141
| New | +$355K | 0.04% | 140 |
|