Heritage Wealth Management (Arizona)’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 | $628K | Sell |
27,820
-6,310
| -18% | -$142K | 0.35% | 69 |
|
|
2024
Q1 | $777K | Sell |
34,130
-197
| -0.6% | -$4.49K | 0.4% | 56 |
|
|
2023
Q4 | $791K | Buy |
+34,327
| New | +$791K | 0.43% | 53 |
|
|
2022
Q4 | $2.77M | Buy |
121,934
+58,960
| +94% | +$1.34M | 0.4% | 45 |
|
|
2022
Q3 | $1.43M | Sell |
62,974
-12,061
| -16% | -$274K | 0.46% | 43 |
|
|
2022
Q2 | $1.79M | Sell |
75,035
-3,348
| -4% | -$80K | 0.6% | 35 |
|
|
2022
Q1 | $1.95M | Buy |
+78,383
| New | +$1.95M | 0.53% | 40 |
|
|
2021
Q3 | $2.52M | Sell |
95,080
-27,455
| -22% | -$728K | 0.9% | 18 |
|
|
2021
Q2 | $3.26M | Sell |
122,535
-31,933
| -21% | -$849K | 1.24% | 15 |
|
|
2021
Q1 | $4.05M | Buy |
+154,468
| New | +$4.05M | 2.28% | 5 |
|