Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,836
| Closed | -$239K | – | 95 |
|
|
2023
Q3 | $239K | Sell |
10,836
-12,570
| -54% | -$277K | 0.14% | 79 |
|
|
2023
Q2 | $536K | Buy |
23,406
+14,248
| +156% | +$326K | 0.29% | 61 |
|
|
2023
Q1 | $214K | Sell |
9,158
-12,319
| -57% | -$288K | 0.13% | 94 |
|
|
2022
Q4 | $488K | Sell |
21,477
-20,446
| -49% | -$465K | 0.35% | 52 |
|
|
2022
Q3 | $954K | Buy |
41,923
+8,039
| +24% | +$183K | 0.83% | 25 |
|
|
2022
Q2 | $810K | Buy |
33,884
+135
| +0.4% | +$3.23K | 0.66% | 32 |
|
|
2022
Q1 | $841K | Buy |
33,749
+2,942
| +10% | +$73.3K | 0.45% | 36 |
|
|
2021
Q4 | $822K | Sell |
30,807
-12,668
| -29% | -$338K | 0.37% | 45 |
|
|
2021
Q3 | $1.15M | Sell |
43,475
-700
| -2% | -$18.6K | 0.52% | 37 |
|
|
2021
Q2 | $1.18M | Buy |
44,175
+2,102
| +5% | +$55.9K | 0.51% | 39 |
|
|
2021
Q1 | $1.1M | Buy |
42,073
+15,044
| +56% | +$394K | 0.58% | 39 |
|
|
2020
Q4 | $736K | Buy |
+27,029
| New | +$736K | 0.45% | 49 |
|