Capital Insight Partners’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
Q3 | – | Sell |
-12,069
| Closed | -$288K | – | 148 |
|
|
2022
Q2 | $288K | Sell |
12,069
-7,091
| -37% | -$169K | 0.07% | 143 |
|
|
2022
Q1 | $477K | Sell |
19,160
-6,594
| -26% | -$164K | 0.1% | 131 |
|
|
2021
Q4 | $687K | Sell |
25,754
-7,828
| -23% | -$209K | 0.14% | 120 |
|
|
2021
Q3 | $891K | Hold |
33,582
| – | – | 0.19% | 119 |
|
|
2021
Q2 | $893K | Sell |
33,582
-2,228
| -6% | -$59.2K | 0.2% | 118 |
|
|
2021
Q1 | $938K | Hold |
35,810
| – | – | 0.23% | 115 |
|
|
2020
Q4 | $975K | Hold |
35,810
| – | – | 0.25% | 112 |
|
|
2020
Q3 | $1M | Hold |
35,810
| – | – | 0.28% | 109 |
|
|
2020
Q2 | $1M | Buy |
+35,810
| New | +$1M | 0.32% | 102 |
|