IAG Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
6,672
-79,574
| -92% | -$3.73M | 0.04% | 97 |
|
|
2025
Q1 | $4.05M | Sell |
86,246
-10,337
| -11% | -$485K | 0.63% | 37 |
|
|
2024
Q4 | $4.48M | Sell |
96,583
-5,806
| -6% | -$269K | 0.79% | 30 |
|
|
2024
Q3 | $4.95M | Buy |
102,389
+9,103
| +10% | +$440K | 0.91% | 26 |
|
|
2024
Q2 | $4.32M | Sell |
93,286
-473
| -0.5% | -$21.9K | 0.87% | 28 |
|
|
2024
Q1 | $4.39M | Buy |
93,759
+69
| +0.1% | +$3.23K | 0.94% | 26 |
|
|
2023
Q4 | $4.43M | Sell |
93,690
-13,176
| -12% | -$622K | 1.01% | 26 |
|
|
2023
Q3 | $4.77M | Buy |
106,866
+12,415
| +13% | +$554K | 1.33% | 17 |
|
|
2023
Q2 | $4.39M | Sell |
94,451
-5,756
| -6% | -$267K | 1.16% | 21 |
|
|
2023
Q1 | $4.73M | Sell |
100,207
-2,626
| -3% | -$124K | 1.31% | 18 |
|
|
2022
Q4 | $4.78M | Sell |
102,833
-15,595
| -13% | -$725K | 1.41% | 18 |
|
|
2022
Q3 | $5.4M | Buy |
118,428
+20,960
| +22% | +$956K | 1.79% | 14 |
|
|
2022
Q2 | $4.69M | Sell |
97,468
-5,178
| -5% | -$249K | 1.54% | 17 |
|
|
2022
Q1 | $5.38M | Sell |
102,646
-340
| -0.3% | -$17.8K | 1.69% | 14 |
|
|
2021
Q4 | $5.8M | Buy |
102,986
+10,235
| +11% | +$577K | 1.86% | 13 |
|
|
2021
Q3 | $5.27M | Buy |
92,751
+11,499
| +14% | +$653K | 1.87% | 13 |
|
|
2021
Q2 | $4.64M | Buy |
81,252
+11,467
| +16% | +$654K | 1.66% | 15 |
|
|
2021
Q1 | $3.91M | Buy |
69,785
+13,091
| +23% | +$733K | 1.49% | 17 |
|
|
2020
Q4 | $3.27M | Buy |
56,694
+6,893
| +14% | +$398K | 1.34% | 17 |
|
|
2020
Q3 | $2.88M | Buy |
49,801
+7,708
| +18% | +$445K | 1.33% | 15 |
|
|
2020
Q2 | $2.4M | Buy |
+42,093
| New | +$2.4M | 1.17% | 19 |
|