Independent Wealth Network’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 |
-28,757
| Closed | -$674K | – | 242 |
|
|
2024
Q3 | $674K | Sell |
28,757
-2,473
| -8% | -$58K | 0.3% | 86 |
|
|
2024
Q2 | $705K | Sell |
31,230
-906
| -3% | -$20.4K | 0.33% | 81 |
|
|
2024
Q1 | $732K | Sell |
32,136
-166
| -0.5% | -$3.78K | 0.34% | 77 |
|
|
2023
Q4 | $744K | Sell |
32,302
-329
| -1% | -$7.58K | 0.39% | 70 |
|
|
2023
Q3 | $719K | Sell |
32,631
-1,044
| -3% | -$23K | 0.44% | 55 |
|
|
2023
Q2 | $771K | Buy |
33,675
+11,527
| +52% | +$264K | 0.46% | 55 |
|
|
2023
Q1 | $518K | Buy |
22,148
+751
| +4% | +$17.6K | 0.33% | 72 |
|
|
2022
Q4 | $486K | Buy |
21,397
+1,710
| +9% | +$38.9K | 0.33% | 69 |
|
|
2022
Q3 | $448K | Buy |
19,687
+5,664
| +40% | +$129K | 0.35% | 70 |
|
|
2022
Q2 | $335K | Buy |
+14,023
| New | +$335K | 0.24% | 112 |
|