LFA
Legacy Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-107,810
| Closed | -$2.88M | – | 244 |
|
|
2021
Q4 | $2.88M | Sell |
107,810
-1,000,266
| -90% | -$26.7M | 0.66% | 17 |
|
|
2021
Q3 | $29.4M | Buy |
1,108,076
+61,002
| +6% | +$1.62M | 7.21% | 4 |
|
|
2021
Q2 | $27.9M | Buy |
1,047,074
+709,342
| +210% | +$18.9M | 7.05% | 4 |
|
|
2021
Q1 | $8.85M | Buy |
+337,732
| New | +$8.85M | 2.42% | 7 |
|