BMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.54M | Sell |
67,190
-63,869
| -49% | -$1.46M | 1% | 23 |
|
|
2023
Q1 | $3.06M | Sell |
131,059
-85,560
| -39% | -$2M | 2.12% | 9 |
|
|
2022
Q4 | $5.78M | Sell |
216,619
-55,575
| -20% | -$1.48M | 3.83% | 7 |
|
|
2022
Q3 | $6.2M | Buy |
272,194
+51,527
| +23% | +$1.17M | 4.34% | 5 |
|
|
2022
Q2 | $5.89M | Sell |
220,667
-32,428
| -13% | -$865K | 3.85% | 7 |
|
|
2022
Q1 | $6.31M | Buy |
253,095
+32,145
| +15% | +$801K | 4.01% | 6 |
|
|
2021
Q4 | $5.9M | Buy |
+220,950
| New | +$5.9M | 3.75% | 7 |
|