LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.47M | Buy |
195,736
+3,831
| +2% | +$107K | 2.36% | 10 |
|
|
2020
Q2 | $5.37M | Sell |
191,905
-114,433
| -37% | -$3.2M | 2.45% | 10 |
|
|
2020
Q1 | $8.58M | Buy |
306,338
+1,690
| +0.6% | +$47.3K | 4.65% | 1 |
|
|
2019
Q4 | $7.9M | Buy |
304,648
+8,617
| +3% | +$224K | 3.52% | 2 |
|
|
2019
Q3 | $7.79M | Buy |
296,031
+11,320
| +4% | +$298K | 3.67% | 1 |
|
|
2019
Q2 | $7.35M | Buy |
284,711
+254,644
| +847% | +$6.57M | 3.54% | 2 |
|
|
2019
Q1 | $759K | Buy |
30,067
+23,558
| +362% | +$595K | 0.4% | 49 |
|
|
2018
Q4 | $160K | Sell |
6,509
-722
| -10% | -$17.7K | 0.1% | 136 |
|
|
2018
Q3 | $176K | Hold |
7,231
| – | – | 0.1% | 133 |
|
|
2018
Q2 | $178K | Sell |
7,231
-53
| -0.7% | -$1.31K | 0.1% | 128 |
|
|
2018
Q1 | $180K | Buy |
+7,284
| New | +$180K | 0.11% | 118 |
|
|
2014
Q2 | – | Sell |
-328
| Closed | -$8K | – | 120 |
|
|
2014
Q1 | $8K | Buy |
+328
| New | +$8K | 0.01% | 189 |
|