Ritholtz Wealth Management’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 |
-11,010
| Closed | -$292K | – | 539 |
|
|
2021
Q3 | $292K | Hold |
11,010
| – | – | 0.02% | 373 |
|
|
2021
Q2 | $293K | Hold |
11,010
| – | – | 0.02% | 373 |
|
|
2021
Q1 | $288K | Sell |
11,010
-2,071
| -16% | -$54.2K | 0.02% | 317 |
|
|
2020
Q4 | $356K | Hold |
13,081
| – | – | 0.03% | 221 |
|
|
2020
Q3 | $366K | Hold |
13,081
| – | – | 0.04% | 177 |
|
|
2020
Q2 | $366K | Sell |
13,081
-554
| -4% | -$15.5K | 0.05% | 146 |
|
|
2020
Q1 | $382K | Sell |
13,635
-4,917
| -27% | -$138K | 0.06% | 92 |
|
|
2019
Q4 | $481K | Sell |
18,552
-219
| -1% | -$5.68K | 0.07% | 83 |
|
|
2019
Q3 | $494K | Buy |
18,771
+2,877
| +18% | +$75.7K | 0.08% | 73 |
|
|
2019
Q2 | $410K | Sell |
15,894
-8,845
| -36% | -$228K | 0.07% | 81 |
|
|
2019
Q1 | $624K | Sell |
24,739
-69,888
| -74% | -$1.76M | 0.11% | 66 |
|
|
2018
Q4 | $2.33M | Buy |
+94,627
| New | +$2.33M | 0.53% | 26 |
|