EP Wealth Advisors’s iShares Government/Credit Bond ETF GBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,150
| Closed | -$357K | – | 659 |
|
|
2022
Q1 | $357K | Hold |
3,150
| – | – | 0.01% | 453 |
|
|
2021
Q4 | $383K | Sell |
3,150
-158
| -5% | -$19.2K | 0.01% | 415 |
|
|
2021
Q3 | $403K | Sell |
3,308
-50
| -1% | -$6.09K | 0.01% | 374 |
|
|
2021
Q2 | $411K | Sell |
3,358
-468
| -12% | -$57.3K | 0.01% | 376 |
|
|
2021
Q1 | $459K | Buy |
+3,826
| New | +$459K | 0.01% | 342 |
|