FSG
Financial Strategies Group’s iShares US Treasury Bond ETF GOVT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-189,360
| Closed | -$4.72M | – | 86 |
|
2022
Q1 | $4.72M | Buy |
189,360
+3,464
| +2% | +$86.3K | 1.88% | 13 |
|
2021
Q4 | $4.96M | Buy |
185,896
+16,218
| +10% | +$433K | 2.02% | 13 |
|
2021
Q3 | $4.5M | Buy |
169,678
+6,561
| +4% | +$174K | 2.01% | 13 |
|
2021
Q2 | $4.34M | Buy |
163,117
+18,994
| +13% | +$505K | 2.01% | 13 |
|
2021
Q1 | $3.78M | Buy |
144,123
+64,540
| +81% | +$1.69M | 1.96% | 14 |
|
2020
Q4 | $2.17M | Buy |
79,583
+9,217
| +13% | +$251K | 1.21% | 17 |
|
2020
Q3 | $1.97M | Buy |
70,366
+5,919
| +9% | +$165K | 1.33% | 16 |
|
2020
Q2 | $1.8M | Sell |
64,447
-36,121
| -36% | -$1.01M | 1.34% | 15 |
|
2020
Q1 | $2.82M | Sell |
100,568
-9,464
| -9% | -$265K | 2.55% | 12 |
|
2019
Q4 | $2.85M | Buy |
+110,032
| New | +$2.85M | 2.3% | 13 |
|