Rockbridge Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-824
| Closed | -$19K | – | 325 |
|
2023
Q4 | $19K | Buy |
+824
| New | +$19K | ﹤0.01% | 331 |
|
2022
Q3 | – | Sell |
-122
| Closed | -$2.92K | – | 300 |
|
2022
Q2 | $2.92K | Hold |
122
| – | – | ﹤0.01% | 506 |
|
2022
Q1 | $3.03K | Hold |
122
| – | – | ﹤0.01% | 672 |
|
2021
Q4 | $3K | Hold |
122
| – | – | ﹤0.01% | 698 |
|
2021
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 643 |
|
2021
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 644 |
|
2021
Q1 | $3K | Hold |
122
| – | – | ﹤0.01% | 620 |
|
2020
Q4 | $3K | Buy |
122
+59
| +94% | +$1.45K | ﹤0.01% | 605 |
|
2020
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 588 |
|
2020
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 564 |
|