Capital Planning’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
Q2 | – | Sell |
-11,539
| Closed | -$287K | – | 65 |
|
|
2022
Q1 | $287K | Hold |
11,539
| – | – | 0.11% | 55 |
|
|
2021
Q4 | $308K | Sell |
11,539
-378
| -3% | -$10.1K | 0.11% | 60 |
|
|
2021
Q3 | $316K | Sell |
11,917
-242
| -2% | -$6.42K | 0.13% | 62 |
|
|
2021
Q2 | $323K | Sell |
12,159
-77,576
| -86% | -$2.06M | 0.14% | 60 |
|
|
2021
Q1 | $2.35M | Sell |
89,735
-8,373
| -9% | -$219K | 1.04% | 27 |
|
|
2020
Q4 | $2.67M | Buy |
+98,108
| New | +$2.67M | 1.25% | 26 |
|