Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,550
| Closed | -$122K | – | 393 |
|
|
2023
Q3 | $122K | Buy |
+5,550
| New | +$122K | 0.02% | 335 |
|
|
2022
Q4 | – | Sell |
-11,538
| Closed | -$263K | – | 315 |
|
|
2022
Q3 | $263K | Buy |
+11,538
| New | +$263K | 0.04% | 257 |
|
|
2020
Q3 | – | Sell |
-9,777
| Closed | -$274K | – | 297 |
|
|
2020
Q2 | $274K | Buy |
+9,777
| New | +$274K | 0.05% | 207 |
|