Jamison Private 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
2024
Q4
Sell
-982
Closed -$23K 308
2024
Q3
$23K Hold
982
﹤0.01% 296
2024
Q2
$22.2K Sell
982
-19,393
-95% -$438K ﹤0.01% 291
2024
Q1
$464K Buy
+20,375
New +$464K 0.08% 135