Financial Advisory Group’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
Q1 | $22.6M | Buy |
994,183
+116,033
| +13% | +$2.64M | 3.99% | 8 |
|
|
2023
Q4 | $20.2M | Buy |
878,150
+100,615
| +13% | +$2.32M | 3.84% | 8 |
|
|
2023
Q3 | $17.1M | Buy |
+777,535
| New | +$17.1M | 3.53% | 8 |
|
|
2019
Q3 | – | Sell |
-216,780
| Closed | -$5.57M | – | 74 |
|
|
2019
Q2 | $5.57M | Sell |
216,780
-12,275
| -5% | -$316K | 1.47% | 10 |
|
|
2019
Q1 | $5.78M | Sell |
229,055
-25,900
| -10% | -$654K | 1.59% | 11 |
|
|
2018
Q4 | $6.29M | Buy |
+254,955
| New | +$6.29M | 1.93% | 10 |
|