LFAS
Level Four Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,753
| Closed | -$294K | – | 801 |
|
|
2024
Q1 | $294K | Hold |
12,753
| – | – | 0.02% | 615 |
|
|
2023
Q4 | $294K | Sell |
12,753
-3,582
| -22% | -$82.5K | 0.02% | 613 |
|
|
2023
Q3 | $360K | Buy |
16,335
+49
| +0.3% | +$1.08K | 0.02% | 535 |
|
|
2023
Q2 | $373K | Sell |
16,286
-67,164
| -80% | -$1.54M | 0.02% | 561 |
|
|
2023
Q1 | $1.95M | Sell |
83,450
-34,059
| -29% | -$796K | 0.13% | 182 |
|
|
2022
Q4 | $2.67M | Buy |
+117,509
| New | +$2.67M | 0.2% | 123 |
|
|
2021
Q3 | – | Sell |
-15,593
| Closed | -$415K | – | 548 |
|
|
2021
Q2 | $415K | Buy |
15,593
+2,946
| +23% | +$78.4K | 0.03% | 453 |
|
|
2021
Q1 | $331K | Sell |
12,647
-4,175
| -25% | -$109K | 0.03% | 487 |
|
|
2020
Q4 | $458K | Sell |
16,822
-25,272
| -60% | -$688K | 0.04% | 378 |
|
|
2020
Q3 | $1.18M | Sell |
42,094
-9,361
| -18% | -$262K | 0.09% | 216 |
|
|
2020
Q2 | $1.44M | Buy |
51,455
+3,685
| +8% | +$103K | 0.11% | 192 |
|
|
2020
Q1 | $1.34M | Buy |
47,770
+22,387
| +88% | +$629K | 0.16% | 154 |
|
|
2019
Q4 | $721K | Buy |
25,383
+5,272
| +26% | +$150K | 0.03% | 329 |
|
|
2019
Q3 | $530K | Sell |
20,111
-3,660
| -15% | -$96.5K | 0.05% | 314 |
|
|
2019
Q2 | $614K | Buy |
23,771
+10,321
| +77% | +$267K | 0.06% | 291 |
|
|
2019
Q1 | $339K | Buy |
13,450
+2,662
| +25% | +$67.1K | 0.04% | 384 |
|
|
2018
Q4 | $266K | Buy |
10,788
+2,112
| +24% | +$52.1K | 0.03% | 423 |
|
|
2018
Q3 | $211K | Buy |
+8,676
| New | +$211K | 0.02% | 547 |
|