Clear Perspectives Financial 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 |
-414
| Closed | -$10K | – | 219 |
|
|
2022
Q1 | $10K | Hold |
414
| – | – | ﹤0.01% | 162 |
|
|
2021
Q4 | $11K | Hold |
414
| – | – | ﹤0.01% | 169 |
|
|
2021
Q3 | $11K | Buy |
414
+14
| +4% | +$372 | 0.01% | 157 |
|
|
2021
Q2 | $11K | Sell |
400
-1,300
| -76% | -$35.8K | 0.01% | 163 |
|
|
2021
Q1 | $45K | Sell |
1,700
-5,906
| -78% | -$156K | 0.03% | 89 |
|
|
2020
Q4 | $207K | Buy |
+7,606
| New | +$207K | 0.13% | 53 |
|