GIA
Goodwin Investment Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,908
| Closed | -$64.1K | – | 74 |
|
|
2023
Q3 | $64.1K | Sell |
2,908
-24
| -0.8% | -$529 | 0.04% | 58 |
|
|
2023
Q2 | $67.1K | Buy |
2,932
+44
| +2% | +$1.01K | 0.04% | 57 |
|
|
2023
Q1 | $67.5K | Sell |
2,888
-11,130
| -79% | -$260K | 0.04% | 60 |
|
|
2022
Q4 | $318K | Buy |
14,018
+847
| +6% | +$19.2K | 0.23% | 35 |
|
|
2022
Q3 | $300K | Buy |
13,171
+196
| +2% | +$4.46K | 0.23% | 36 |
|
|
2022
Q2 | $310K | Buy |
12,975
+1,080
| +9% | +$25.8K | 0.24% | 33 |
|
|
2022
Q1 | $297K | Buy |
11,895
+9,828
| +475% | +$245K | 0.2% | 38 |
|
|
2021
Q4 | $55K | Buy |
2,067
+789
| +62% | +$21K | 0.04% | 73 |
|
|
2021
Q3 | $34K | Sell |
1,278
-12,240
| -91% | -$326K | 0.03% | 87 |
|
|
2021
Q2 | $360K | Sell |
13,518
-9,715
| -42% | -$259K | 0.39% | 20 |
|
|
2021
Q1 | $608K | Sell |
23,233
-3,169
| -12% | -$82.9K | 0.72% | 15 |
|
|
2020
Q4 | $717K | Buy |
+26,402
| New | +$717K | 0.88% | 13 |
|