Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,671
| Closed | -$47K | – | 124 |
|
|
2020
Q3 | $47K | Hold |
1,671
| – | – | 0.05% | 157 |
|
|
2020
Q2 | $47K | Hold |
1,671
| – | – | 0.05% | 134 |
|
|
2020
Q1 | $47K | Sell |
1,671
-979
| -37% | -$27.5K | 0.06% | 135 |
|
|
2019
Q4 | $69K | Buy |
+2,650
| New | +$69K | 0.07% | 136 |
|
|
2019
Q3 | – | Sell |
-979
| Closed | -$25K | – | 171 |
|
|
2019
Q2 | $25K | Sell |
979
-3,272
| -77% | -$83.6K | 0.03% | 227 |
|
|
2019
Q1 | $107K | Sell |
4,251
-27,464
| -87% | -$691K | 0.11% | 154 |
|
|
2018
Q4 | $782K | Sell |
31,715
-285
| -0.9% | -$7.03K | 0.83% | 28 |
|
|
2018
Q3 | $779K | Buy |
32,000
+19,327
| +153% | +$470K | 0.75% | 37 |
|
|
2018
Q2 | $312K | Buy |
12,673
+10,316
| +438% | +$254K | 0.31% | 87 |
|
|
2018
Q1 | $58K | Buy |
+2,357
| New | +$58K | 0.05% | 162 |
|