OneDigital Investment Advisors’s Invesco Short Duration Total Return Bond ETF GTOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-33,402
Closed -$829K 1404
2024
Q1
$829K Buy
33,402
+6,356
+24% +$158K 0.01% 562
2023
Q4
$675K Buy
27,046
+913
+3% +$22.8K 0.01% 606
2023
Q3
$641K Buy
26,133
+16,668
+176% +$409K 0.01% 563
2023
Q2
$233K Buy
+9,465
New +$233K 0.01% 907