Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $226K | Sell |
9,824
-65
| -0.7% | -$1.49K | 0.05% | 279 |
|
|
2024
Q3 | $232K | Sell |
9,889
-1,020
| -9% | -$23.9K | 0.04% | 366 |
|
|
2024
Q2 | $248K | Hold |
10,909
| – | – | 0.04% | 358 |
|
|
2024
Q1 | $248K | Buy |
10,909
+160
| +1% | +$3.64K | 0.04% | 358 |
|
|
2023
Q4 | $248K | Buy |
10,749
+34
| +0.3% | +$783 | 0.04% | 350 |
|
|
2023
Q3 | $236K | Sell |
10,715
-588
| -5% | -$13K | 0.05% | 339 |
|
|
2023
Q2 | $259K | Buy |
+11,303
| New | +$259K | 0.05% | 316 |
|
|
2022
Q4 | – | Sell |
-30,970
| Closed | -$704K | – | 275 |
|
|
2022
Q3 | $704K | Sell |
30,970
-22,226
| -42% | -$505K | 0.28% | 112 |
|
|
2022
Q2 | $1.27M | Buy |
53,196
+20,788
| +64% | +$497K | 0.73% | 36 |
|
|
2022
Q1 | $807K | Buy |
+32,408
| New | +$807K | 0.41% | 62 |
|
|
2021
Q4 | – | Sell |
-1,146
| Closed | -$30K | – | 376 |
|
|
2021
Q3 | $30K | Hold |
1,146
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $30K | Hold |
1,146
| – | – | 0.01% | 339 |
|
|
2021
Q1 | $30K | Hold |
1,146
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $31K | Buy |
1,146
+667
| +139% | +$18K | 0.01% | 309 |
|
|
2020
Q3 | $13K | Buy |
+479
| New | +$13K | 0.01% | 305 |
|