IA
Insight Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,535
| Closed | -$220K | – | 302 |
|
|
2023
Q4 | $220K | Sell |
9,535
-101
| -1% | -$2.33K | 0.05% | 260 |
|
|
2023
Q3 | $212K | Buy |
9,636
+101
| +1% | +$2.23K | 0.05% | 255 |
|
|
2023
Q2 | $218K | Hold |
9,535
| – | – | 0.05% | 260 |
|
|
2023
Q1 | $223K | Buy |
+9,535
| New | +$223K | 0.05% | 276 |
|
|
2022
Q4 | – | Sell |
-9,010
| Closed | -$205K | – | 320 |
|
|
2022
Q3 | $205K | Sell |
9,010
-2,374
| -21% | -$54K | 0.08% | 263 |
|
|
2022
Q2 | $276K | Sell |
11,384
-12,284
| -52% | -$298K | 0.09% | 239 |
|
|
2022
Q1 | $590K | Sell |
23,668
-10,459
| -31% | -$261K | 0.18% | 145 |
|
|
2021
Q4 | $911K | Sell |
34,127
-53
| -0.2% | -$1.42K | 0.27% | 96 |
|
|
2021
Q3 | $906K | Sell |
34,180
-14,932
| -30% | -$396K | 0.27% | 103 |
|
|
2021
Q2 | $1.32M | Sell |
49,112
-20,736
| -30% | -$559K | 0.42% | 60 |
|
|
2021
Q1 | $1.84M | Buy |
69,848
+7,392
| +12% | +$195K | 0.58% | 43 |
|
|
2020
Q4 | $1.7M | Buy |
+62,456
| New | +$1.7M | 0.64% | 43 |
|