IWP
Insight Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
102,875
+1,582
| +2% | +$74.2K | 1.87% | 9 |
|
|
2025
Q1 | $4.75M | Buy |
101,293
+1,575
| +2% | +$73.9K | 0.79% | 7 |
|
|
2024
Q4 | $4.63M | Buy |
99,718
+10,971
| +12% | +$509K | 0.63% | 8 |
|
|
2024
Q3 | $4.29M | Buy |
88,747
+4,892
| +6% | +$236K | 0.85% | 10 |
|
|
2024
Q2 | $3.89M | Sell |
83,855
-639
| -0.8% | -$29.6K | 0.67% | 9 |
|
|
2024
Q1 | $3.96M | Buy |
84,494
+15,632
| +23% | +$732K | 0.68% | 9 |
|
|
2023
Q4 | $3.25M | Buy |
68,862
+1,680
| +3% | +$79.4K | 0.56% | 9 |
|
|
2023
Q3 | $3M | Buy |
67,182
+442
| +0.7% | +$19.7K | 0.58% | 9 |
|
|
2023
Q2 | $3.1M | Sell |
66,740
-31,156
| -32% | -$1.45M | 0.72% | 9 |
|
|
2023
Q1 | $4.62M | Buy |
97,896
+1,568
| +2% | +$74K | 1.04% | 7 |
|
|
2022
Q4 | $4.48M | Buy |
96,328
+18,649
| +24% | +$867K | 3.35% | 7 |
|
|
2022
Q3 | $3.54M | Buy |
77,679
+6,789
| +10% | +$310K | 3.34% | 7 |
|
|
2022
Q2 | $3.41M | Sell |
70,890
-374
| -0.5% | -$18K | 2.57% | 12 |
|
|
2022
Q1 | $3.74M | Sell |
71,264
-351,536
| -83% | -$18.4M | 2.08% | 12 |
|
|
2021
Q4 | $23.8M | Buy |
422,800
+49,718
| +13% | +$2.8M | 4.46% | 1 |
|
|
2021
Q3 | $21.2M | Buy |
373,082
+31,345
| +9% | +$1.78M | 11.36% | 1 |
|
|
2021
Q2 | $19.5M | Buy |
341,737
+18,803
| +6% | +$1.07M | 10.38% | 1 |
|
|
2021
Q1 | $18.1M | Buy |
322,934
+48,813
| +18% | +$2.73M | 8.91% | 1 |
|
|
2020
Q4 | $15.8M | Buy |
274,121
+18,654
| +7% | +$1.08M | 9.68% | 1 |
|
|
2020
Q3 | $14.8M | Buy |
+255,467
| New | +$14.8M | 14.09% | 1 |
|