SIA
Soltis Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,433
| Closed | -$352K | – | 244 |
|
|
2021
Q1 | $352K | Sell |
13,433
-6,673
| -33% | -$175K | 0.06% | 170 |
|
|
2020
Q4 | $548K | Buy |
20,106
+2
| +0% | +$55 | 0.1% | 133 |
|
|
2020
Q3 | $562K | Sell |
20,104
-1,219
| -6% | -$34.1K | 0.13% | 119 |
|
|
2020
Q2 | $597K | Buy |
21,323
+1,972
| +10% | +$55.2K | 0.15% | 102 |
|
|
2020
Q1 | $542K | Sell |
19,351
-2,738
| -12% | -$76.7K | 0.17% | 70 |
|
|
2019
Q4 | $573K | Buy |
+22,089
| New | +$573K | 0.11% | 78 |
|