Broadview Financial Management’s iShares 1-3 Year International Treasury Bond ETF IGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,461
| Closed | -$811K | – | 45 |
|
|
2022
Q1 | $811K | Sell |
17,461
-3,325
| -16% | -$154K | 0.6% | 32 |
|
|
2021
Q4 | $1.05M | Buy |
20,786
+9,319
| +81% | +$469K | 0.74% | 29 |
|
|
2021
Q3 | $589K | Sell |
11,467
-2,131
| -16% | -$109K | 0.46% | 33 |
|
|
2021
Q2 | $710K | Sell |
13,598
-4,948
| -27% | -$258K | 0.53% | 29 |
|
|
2021
Q1 | $963K | Sell |
18,546
-74
| -0.4% | -$3.84K | 0.75% | 29 |
|
|
2020
Q4 | $1.04M | Buy |
18,620
+1,192
| +7% | +$66.3K | 0.79% | 30 |
|
|
2020
Q3 | $921K | Sell |
17,428
-3,539
| -17% | -$187K | 0.78% | 29 |
|
|
2020
Q2 | $1.07M | Hold |
20,967
| – | – | 0.85% | 27 |
|
|
2020
Q1 | $1.03M | Sell |
20,967
-5,580
| -21% | -$275K | 0.92% | 28 |
|
|
2019
Q4 | $1.33M | Buy |
26,547
+59
| +0.2% | +$2.96K | 0.93% | 27 |
|
|
2019
Q3 | $1.34M | Sell |
26,488
-1,379
| -5% | -$69.6K | 0.99% | 23 |
|
|
2019
Q2 | $1.42M | Sell |
27,867
-3,165
| -10% | -$161K | 1.07% | 22 |
|
|
2019
Q1 | $1.52M | Sell |
31,032
-5,798
| -16% | -$284K | 1.19% | 20 |
|
|
2018
Q4 | $1.79M | Buy |
36,830
+23,947
| +186% | +$1.16M | 1.59% | 16 |
|
|
2018
Q3 | $620K | Hold |
12,883
| – | – | 0.56% | 25 |
|
|
2018
Q2 | $634K | Sell |
12,883
-1,711
| -12% | -$84.2K | 0.62% | 24 |
|
|
2018
Q1 | $753K | Sell |
14,594
-140
| -1% | -$7.22K | 0.74% | 23 |
|
|
2017
Q4 | $736K | Buy |
+14,734
| New | +$736K | 0.71% | 22 |
|