OneDigital Investment Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $510K | Hold |
10,881
| – | – | 0.01% | 889 |
|
2025
Q1 | $511K | Buy |
10,881
+1,203
| +12% | +$56.5K | 0.01% | 847 |
|
2024
Q4 | $449K | Sell |
9,678
-12,294
| -56% | -$570K | 0.01% | 932 |
|
2024
Q3 | $1.06M | Sell |
21,972
-2
| -0% | -$97 | 0.01% | 634 |
|
2024
Q2 | $1.02M | Buy |
21,974
+16,085
| +273% | +$746K | 0.01% | 612 |
|
2024
Q1 | $276K | Buy |
+5,889
| New | +$276K | ﹤0.01% | 938 |
|