Prosperity Capital 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
2024
Q4
Sell
-19,808
Closed -$465K 347
2024
Q3
$465K Sell
19,808
-24,092
-55% -$565K 0.04% 230
2024
Q2
$991K Sell
43,900
-56,084
-56% -$1.27M 0.11% 133
2024
Q1
$2.28M Buy
+99,984
New +$2.28M 0.27% 66
2023
Q3
Sell
-16,111
Closed -$369K 239
2023
Q2
$369K Buy
16,111
+4,533
+39% +$104K 0.05% 167
2023
Q1
$271K Buy
+11,578
New +$271K 0.04% 170