Cedar Brook Financial 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
2024
Q2
Sell
-28,786
Closed -$655K 176
2024
Q1
$655K Buy
28,786
+13,165
+84% +$300K 0.13% 170
2023
Q4
$358K Buy
15,621
+6,087
+64% +$140K 0.08% 249
2023
Q3
$210K Buy
+9,534
New +$210K 0.05% 337