BWG

Beta Wealth Group’s iShares GNMA Bond ETF GNMA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9,099	Closed	-$455K	–	65
2021 Q2	$455K	Sell	9,099 -26,185	-74%	-$1.31M	0.32%	44
2021 Q1	$1.77M	Buy	35,284 +3,150	+10%	+$158K	1.29%	24
2020 Q4	$1.64M	Buy	+32,134	New	+$1.64M	1.41%	20