Meridian Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-382,121
| Closed | -$8.68M | – | 97 |
|
|
2022
Q4 | $8.68M | Buy |
382,121
+10,478
| +3% | +$238K | 2.01% | 13 |
|
|
2022
Q3 | $8.46M | Buy |
+371,643
| New | +$8.46M | 2.12% | 13 |
|
|
2021
Q2 | – | Sell |
-3,815
| Closed | -$100K | – | 568 |
|
|
2021
Q1 | $100K | Hold |
3,815
| – | – | 0.03% | 113 |
|
|
2020
Q4 | $104K | Sell |
3,815
-2,763
| -42% | -$75.3K | 0.04% | 98 |
|
|
2020
Q3 | $184K | Hold |
6,578
| – | – | 0.09% | 60 |
|
|
2020
Q2 | $184K | Hold |
6,578
| – | – | 0.1% | 62 |
|
|
2020
Q1 | $184K | Sell |
6,578
-2,623
| -29% | -$73.4K | 0.11% | 59 |
|
|
2019
Q4 | $239K | Buy |
+9,201
| New | +$239K | 0.15% | 52 |
|