Laidlaw 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
2023
Q4
Sell
-23,407
Closed -$516K 248
2023
Q3
$516K Buy
23,407
+6,995
+43% +$154K 0.17% 137
2023
Q2
$376K Buy
+16,412
New +$376K 0.07% 230