Institutional & Family Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-264
| Closed | -$6.08K | – | 746 |
|
2023
Q4 | $6.08K | Buy |
+264
| New | +$6.08K | ﹤0.01% | 453 |
|
2023
Q3 | – | Sell |
-39
| Closed | -$893 | – | 734 |
|
2023
Q2 | $893 | Buy |
+39
| New | +$893 | ﹤0.01% | 638 |
|
2022
Q2 | – | Sell |
-726
| Closed | -$18K | – | 746 |
|
2022
Q1 | $18K | Buy |
726
+455
| +168% | +$11.3K | ﹤0.01% | 364 |
|
2021
Q4 | $7K | Hold |
271
| – | – | ﹤0.01% | 498 |
|
2021
Q3 | $7K | Buy |
+271
| New | +$7K | ﹤0.01% | 606 |
|
2020
Q3 | – | Sell |
-117
| Closed | -$3K | – | 854 |
|
2020
Q2 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 638 |
|