Milestone Asset Management’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
Q3
Sell
-9,869
Closed -$226K 85
2023
Q2
$226K Sell
9,869
-150
-1% -$3.44K 0.1% 56
2023
Q1
$234K Sell
10,019
-1,515
-13% -$35.4K 0.13% 64
2022
Q4
$268K Buy
+11,534
New +$268K 0.16% 54