LFA
LGT Financial Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6K | Sell |
823
-314
| -28% | -$14.7K | 0.1% | 116 |
|
|
2025
Q1 | $53.4K | Buy |
1,137
+4
| +0.4% | +$188 | 0.16% | 99 |
|
|
2024
Q4 | $52.6K | Sell |
1,133
-972
| -46% | -$45.1K | 0.12% | 138 |
|
|
2024
Q3 | $102K | Sell |
2,105
-3,888
| -65% | -$188K | 0.25% | 70 |
|
|
2024
Q2 | $278K | Sell |
5,993
-34,933
| -85% | -$1.62M | 0.59% | 38 |
|
|
2024
Q1 | $1.92M | Sell |
40,926
-647
| -2% | -$30.3K | 2.23% | 8 |
|
|
2023
Q4 | $1.96M | Sell |
41,573
-294
| -0.7% | -$13.9K | 2.4% | 6 |
|
|
2023
Q3 | $1.87M | Sell |
41,867
-6,522
| -13% | -$291K | 2.38% | 6 |
|
|
2023
Q2 | $2.25M | Sell |
48,389
-3,162
| -6% | -$147K | 2.39% | 7 |
|
|
2023
Q1 | $2.43M | Sell |
51,551
-5,803
| -10% | -$274K | 4.53% | 5 |
|
|
2022
Q4 | $2.67M | Buy |
+57,354
| New | +$2.67M | 3.14% | 8 |
|