RWA
Rooted Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
264,347
+15,768
| +6% | +$735K | 4.26% | 6 |
|
|
2025
Q1 | $11.7M | Sell |
248,579
-7,968
| -3% | -$376K | 5.06% | 4 |
|
|
2024
Q4 | $11.9M | Buy |
+256,547
| New | +$11.9M | 4.63% | 6 |
|
|
2023
Q3 | – | Sell |
-4,512
| Closed | -$208K | – | 76 |
|
|
2023
Q2 | $208K | Sell |
4,512
-987
| -18% | -$45.5K | 0.14% | 79 |
|
|
2023
Q1 | $259K | Buy |
+5,499
| New | +$259K | 0.19% | 64 |
|