Lantz Financial’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
Q1 | – | Sell |
-21,588
| Closed | -$490K | – | 194 |
|
|
2022
Q4 | $490K | Sell |
21,588
-61,018
| -74% | -$1.39M | 0.22% | 108 |
|
|
2022
Q3 | $1.88M | Buy |
82,606
+20,330
| +33% | +$463K | 0.98% | 22 |
|
|
2022
Q2 | $1.49M | Sell |
62,276
-1,594
| -2% | -$38.1K | 0.67% | 46 |
|
|
2022
Q1 | $1.59M | Buy |
63,870
+3,251
| +5% | +$81K | 0.65% | 43 |
|
|
2021
Q4 | $1.62M | Buy |
60,619
+9,534
| +19% | +$254K | 0.74% | 39 |
|
|
2021
Q3 | $1.36M | Sell |
51,085
-335
| -0.7% | -$8.89K | 0.69% | 44 |
|
|
2021
Q2 | $1.37M | Buy |
51,420
+21,712
| +73% | +$578K | 0.7% | 42 |
|
|
2021
Q1 | $778K | Buy |
+29,708
| New | +$778K | 0.44% | 59 |
|