DHK Financial Advisors’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 |
-24,027
| Closed | -$547K | – | 81 |
|
|
2024
Q1 | $547K | Sell |
24,027
-1,367
| -5% | -$31.1K | 0.39% | 58 |
|
|
2023
Q4 | $585K | Buy |
25,394
+2,392
| +10% | +$55.1K | 0.44% | 48 |
|
|
2023
Q3 | $507K | Buy |
23,002
+806
| +4% | +$17.8K | 0.45% | 49 |
|
|
2023
Q2 | $508K | Hold |
22,196
| – | – | 0.43% | 48 |
|
|
2023
Q1 | $519K | Buy |
+22,196
| New | +$519K | 0.64% | 32 |
|