Outlook Wealth Advisors’s iShares Government/Credit Bond ETF GBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,872
| Closed | -$293K | – | 179 |
|
|
2022
Q3 | $293K | Sell |
2,872
-98
| -3% | -$10K | 0.13% | 146 |
|
|
2022
Q2 | $319K | Sell |
2,970
-188
| -6% | -$20.2K | 0.13% | 150 |
|
|
2022
Q1 | $358K | Sell |
3,158
-12
| -0.4% | -$1.36K | 0.12% | 152 |
|
|
2021
Q4 | $385K | Sell |
3,170
-176
| -5% | -$21.4K | 0.11% | 154 |
|
|
2021
Q3 | $408K | Sell |
3,346
-337
| -9% | -$41.1K | 0.13% | 159 |
|
|
2021
Q2 | $451K | Sell |
3,683
-2,032
| -36% | -$249K | 0.14% | 156 |
|
|
2021
Q1 | $685K | Buy |
5,715
+75
| +1% | +$8.99K | 0.24% | 101 |
|
|
2020
Q4 | $710K | Sell |
5,640
-61
| -1% | -$7.68K | 0.26% | 95 |
|
|
2020
Q3 | $714K | Sell |
5,701
-283
| -5% | -$35.4K | 0.28% | 76 |
|
|
2020
Q2 | $749K | Sell |
5,984
-185
| -3% | -$23.2K | 0.32% | 70 |
|
|
2020
Q1 | $748K | Buy |
6,169
+1,936
| +46% | +$235K | 0.42% | 56 |
|
|
2019
Q4 | $498K | Buy |
4,233
+63
| +2% | +$7.41K | 0.28% | 61 |
|
|
2019
Q3 | $496K | Buy |
+4,170
| New | +$496K | 0.3% | 75 |
|