Beaumont Financial Advisors’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
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% -$91K 0.02% 305
2020
Q4
$348K Buy
+12,769
New +$352K 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% -$66.4K 0.03% 211
2019
Q4
$285K Buy
+11,006
New +$287K 0.03% 228
2018
Q3
Sell
-15,350
Closed -$378K 234
2018
Q2
$378K Sell
15,350
-169
-1% -$4.14K 0.04% 149
2018
Q1
$383K Buy
15,519
+1,378
+10% +$34K 0.04% 153
2017
Q4
$355K Buy
+14,141
New +$356K 0.04% 140

Other funds holding GOVT