NFA
Northwest 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 | $2.45M | Sell |
52,342
-16,048
| -23% | -$752K | 3.42% | 5 |
|
|
2025
Q1 | $3.21M | Buy |
68,390
+11,119
| +19% | +$522K | 2.66% | 8 |
|
|
2024
Q4 | $2.66M | Buy |
57,271
+12,386
| +28% | +$575K | 2.19% | 10 |
|
|
2024
Q3 | $2.17M | Sell |
44,885
-917
| -2% | -$44.3K | 1.73% | 10 |
|
|
2024
Q2 | $2.12M | Buy |
45,802
+12,605
| +38% | +$584K | 2.16% | 10 |
|
|
2024
Q1 | $1.55M | Sell |
33,197
-292,419
| -90% | -$13.7M | 1.71% | 14 |
|
|
2023
Q4 | $15.4M | Buy |
+325,616
| New | +$15.4M | 13.07% | 1 |
|