Burleson & Co’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $34 | Sell |
1
-8,431
| -100% | -$287K | ﹤0.01% | 407 |
|
2022
Q3 | $192K | Buy |
8,432
+8,002
| +1,861% | +$182K | 0.04% | 126 |
|
2022
Q2 | $10K | Hold |
430
| – | – | ﹤0.01% | 257 |
|
2022
Q1 | $11K | Sell |
430
-1,576
| -79% | -$40.3K | ﹤0.01% | 260 |
|
2021
Q4 | $54K | Sell |
2,006
-30
| -1% | -$808 | 0.01% | 190 |
|
2021
Q3 | $54K | Sell |
2,036
-1
| -0% | -$27 | 0.01% | 179 |
|
2021
Q2 | $54K | Sell |
2,037
-5,023
| -71% | -$133K | 0.01% | 182 |
|
2021
Q1 | $185K | Buy |
+7,060
| New | +$185K | 0.03% | 131 |
|
2020
Q3 | – | Sell |
-7,522
| Closed | -$212K | – | 132 |
|
2020
Q2 | $212K | Buy |
+7,522
| New | +$212K | 0.05% | 117 |
|