Silvia McColl 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-36,784
| Closed | -$830K | – | 112 |
|
|
2024
Q2 | $830K | Sell |
36,784
-774
| -2% | -$17.5K | 0.69% | 37 |
|
|
2024
Q1 | $836K | Buy |
37,558
+1,744
| +5% | +$38.8K | 0.72% | 36 |
|
|
2023
Q4 | $825K | Buy |
35,814
+5,126
| +17% | +$118K | 0.74% | 35 |
|
|
2023
Q3 | $676K | Sell |
30,688
-71
| -0.2% | -$1.57K | 0.68% | 38 |
|
|
2023
Q2 | $704K | Buy |
30,759
+4
| +0% | +$92 | 0.65% | 38 |
|
|
2023
Q1 | $719K | Sell |
30,755
-337
| -1% | -$7.88K | 0.71% | 35 |
|
|
2022
Q4 | $706K | Buy |
+31,092
| New | +$706K | 0.69% | 35 |
|