Sigma Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,033
| Closed | -$225K | – | 183 |
|
|
2022
Q1 | $225K | Sell |
9,033
-1,472
| -14% | -$36.7K | 0.02% | 176 |
|
|
2021
Q4 | $280K | Sell |
10,505
-1,345
| -11% | -$35.9K | 0.02% | 162 |
|
|
2021
Q3 | $314K | Sell |
11,850
-1,599
| -12% | -$42.4K | 0.02% | 147 |
|
|
2021
Q2 | $358K | Sell |
13,449
-865
| -6% | -$23K | 0.03% | 141 |
|
|
2021
Q1 | $375K | Sell |
14,314
-1,813
| -11% | -$47.5K | 0.03% | 137 |
|
|
2020
Q4 | $439K | Buy |
+16,127
| New | +$439K | 0.04% | 124 |
|