One Wealth Management Investment & Advisory Services’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
2024
Q3
Sell
-14,028
Closed -$317K 80
2024
Q2
$317K Sell
14,028
-1,486
-10% -$33.5K 0.13% 85
2024
Q1
$353K Buy
15,514
+4,086
+36% +$93K 0.14% 81
2023
Q4
$263K Buy
+11,428
New +$263K 0.12% 100