Principle Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,685
| Closed | -$496K | – | 325 |
|
|
2021
Q3 | $496K | Sell |
18,685
-1,788
| -9% | -$47.5K | 0.06% | 197 |
|
|
2021
Q2 | $545K | Sell |
20,473
-501
| -2% | -$13.3K | 0.06% | 190 |
|
|
2021
Q1 | $549K | Sell |
20,974
-22,552
| -52% | -$590K | 0.06% | 181 |
|
|
2020
Q4 | $1.19M | Buy |
+43,526
| New | +$1.19M | 0.16% | 110 |
|
|
2020
Q3 | – | Sell |
-154
| Closed | -$4K | – | 262 |
|
|
2020
Q2 | $4K | Buy |
+154
| New | +$4K | ﹤0.01% | 445 |
|