MCIA
Mountain Capital Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-153,303
| Closed | -$4.04M | – | 122 |
|
|
2021
Q3 | $4.04M | Sell |
153,303
-132,499
| -46% | -$3.49M | 2.14% | 8 |
|
|
2021
Q2 | $7.67M | Buy |
285,802
+14,632
| +5% | +$393K | 3.54% | 3 |
|
|
2021
Q1 | $7.14M | Buy |
271,170
+6,315
| +2% | +$166K | 3.58% | 2 |
|
|
2020
Q4 | $7.16M | Sell |
264,855
-50,331
| -16% | -$1.36M | 4.32% | 4 |
|
|
2020
Q3 | $8.76M | Sell |
315,186
-1,814,066
| -85% | -$50.4M | 5.65% | 1 |
|
|
2020
Q2 | $59.6M | Buy |
2,129,252
+408,388
| +24% | +$11.4M | 27.31% | 1 |
|
|
2020
Q1 | $48.1M | Buy |
1,720,864
+5,965
| +0.3% | +$167K | 24.85% | 1 |
|
|
2019
Q4 | $44.6M | Buy |
+1,714,899
| New | +$44.6M | 19.81% | 1 |
|