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Laurel Wealth Advisors (California)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$967K Sell
42,542
-34,085
-44% -$775K 0.1% 221
2022
Q3 		$1.74M Buy
76,627
+20,495
+37% +$486K 0.19% 125
2022
Q2 		$1.34M Sell
56,132
-704
-1% -$16.9K 0.14% 168
2022
Q1 		$1.42M Buy
56,836
+38,804
+215% +$994K 0.12% 186
2021
Q4 		$481K Buy
+18,032
New +$477K 0.04% 460
2021
Q3 		– Sell
-9,256
Closed -$246K – 471
2021
Q2 		$246K Sell
9,256
-21,516
-70% -$568K 0.03% 451
2021
Q1 		$806K Buy
+30,772
New +$822K 0.12% 184

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AF
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