Independent Solutions Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,073
| Closed | -$322K | – | 211 |
|
|
2023
Q2 | $322K | Sell |
14,073
-69
| -0.5% | -$1.58K | 0.08% | 161 |
|
|
2023
Q1 | $331K | Sell |
14,142
-1,614
| -10% | -$37.7K | 0.1% | 150 |
|
|
2022
Q4 | $358K | Buy |
15,756
+1,107
| +8% | +$25.2K | 0.11% | 149 |
|
|
2022
Q3 | $333K | Buy |
14,649
+3,348
| +30% | +$76.2K | 0.11% | 149 |
|
|
2022
Q2 | $270K | Sell |
11,301
-82
| -0.7% | -$1.96K | 0.08% | 173 |
|
|
2022
Q1 | $284K | Hold |
11,383
| – | – | 0.07% | 178 |
|
|
2021
Q4 | $304K | Buy |
11,383
+298
| +3% | +$7.95K | 0.07% | 178 |
|
|
2021
Q3 | $294K | Buy |
11,085
+697
| +7% | +$18.5K | 0.07% | 179 |
|
|
2021
Q2 | $276K | Buy |
10,388
+1,727
| +20% | +$45.9K | 0.07% | 182 |
|
|
2021
Q1 | $227K | Buy |
+8,661
| New | +$227K | 0.06% | 183 |
|