OneDigital Investment Advisors’s iShares 1-3 Year International Treasury Bond ETF IGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,320
| Closed | -$330K | – | 762 |
|
|
2021
Q2 | $330K | Hold |
6,320
| – | – | 0.01% | 523 |
|
|
2021
Q1 | $328K | Hold |
6,320
| – | – | 0.02% | 485 |
|
|
2020
Q4 | $348K | Sell |
6,320
-1,966
| -24% | -$108K | 0.02% | 442 |
|
|
2020
Q3 | $439K | Hold |
8,286
| – | – | 0.03% | 327 |
|
|
2020
Q2 | $435K | Hold |
8,286
| – | – | 0.03% | 339 |
|
|
2020
Q1 | $410K | Sell |
8,286
-1,110
| -12% | -$54.9K | 0.04% | 305 |
|
|
2019
Q4 | $471K | Hold |
9,396
| – | – | 0.04% | 312 |
|
|
2019
Q3 | $474K | Buy |
+9,396
| New | +$474K | 0.04% | 283 |
|
|
2019
Q2 | – | Sell |
-9,776
| Closed | -$477K | – | 1208 |
|
|
2019
Q1 | $477K | Hold |
9,776
| – | – | 0.07% | 181 |
|
|
2018
Q4 | $474K | Hold |
9,776
| – | – | 0.08% | 168 |
|
|
2018
Q3 | $471K | Hold |
9,776
| – | – | 0.11% | 113 |
|
|
2018
Q2 | $481K | Hold |
9,776
| – | – | 0.1% | 128 |
|
|
2018
Q1 | $505K | Hold |
9,776
| – | – | 0.11% | 123 |
|
|
2017
Q4 | $488K | Buy |
+9,776
| New | +$488K | 0.06% | 127 |
|
|
2017
Q3 | – | Sell |
-9,776
| Closed | -$468K | – | 1093 |
|
|
2017
Q2 | $468K | Buy |
+9,776
| New | +$468K | 0.14% | 113 |
|