Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-4,565
| Closed | -$107K | – | 797 |
|
2024
Q3 | $107K | Buy |
4,565
+30
| +0.7% | +$703 | 0.03% | 343 |
|
2024
Q2 | $102K | Sell |
4,535
-513
| -10% | -$11.5K | 0.03% | 346 |
|
2024
Q1 | $115K | Buy |
5,048
+82
| +2% | +$1.87K | 0.03% | 323 |
|
2023
Q4 | $114K | Sell |
4,966
-10
| -0.2% | -$230 | 0.04% | 310 |
|
2023
Q3 | $110K | Buy |
+4,976
| New | +$110K | 0.04% | 300 |
|
2023
Q1 | $129K | Buy |
+5,506
| New | +$129K | 0.05% | 251 |
|
2022
Q4 | – | Sell |
-5,942
| Closed | -$135K | – | 621 |
|
2022
Q3 | $135K | Buy |
+5,942
| New | +$135K | 0.06% | 219 |
|