CGA
Crescent Grove Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,850
| Closed | -$284K | – | 264 |
|
|
2021
Q1 | $284K | Sell |
10,850
-14,689
| -58% | -$384K | 0.03% | 169 |
|
|
2020
Q4 | $696K | Sell |
25,539
-9,699
| -28% | -$264K | 0.09% | 94 |
|
|
2020
Q3 | $985K | Hold |
35,238
| – | – | 0.2% | 69 |
|
|
2020
Q2 | $986K | Hold |
35,238
| – | – | 0.21% | 62 |
|
|
2020
Q1 | $987K | Sell |
35,238
-5,670
| -14% | -$159K | 0.22% | 53 |
|
|
2019
Q4 | $1.06M | Buy |
+40,908
| New | +$1.06M | 0.18% | 68 |
|