Landmark Wealth Management (Illinois)’s Invesco Total Return Bond ETF GTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
25,411
-109,331
-81% -$5.13M 0.51% 25
2025
Q1
$6.32M Sell
134,742
-407,588
-75% -$19.1M 3.02% 10
2024
Q4
$25.2M Sell
542,330
-42,956
-7% -$1.99M 12.25% 1
2024
Q3
$28.3M Buy
585,286
+15,864
+3% +$766K 14.09% 1
2024
Q2
$26.4M Buy
+569,422
New +$26.4M 14.54% 1