Beaumont Financial Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-24,861
Closed -$315K 329
2022
Q4
$315K Sell
24,861
-5,465
-18% -$69.2K 0.03% 240
2022
Q3
$407K Sell
30,326
-638
-2% -$8.56K 0.04% 193
2022
Q2
$485K Buy
+30,964
New +$485K 0.04% 179