SFA
Source Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.4M | Buy |
870,969
+11,188
| +1% | +$262K | 6.03% | 5 |
|
|
2024
Q2 | $19.4M | Buy |
859,781
+387,513
| +82% | +$8.75M | 5.97% | 5 |
|
|
2024
Q1 | $10.8M | Buy |
472,268
+78,569
| +20% | +$1.79M | 3.26% | 8 |
|
|
2023
Q4 | $9.07M | Buy |
393,699
+551
| +0.1% | +$12.7K | 2.82% | 7 |
|
|
2023
Q3 | $8.66M | Sell |
393,148
-109,063
| -22% | -$2.4M | 2.92% | 8 |
|
|
2023
Q2 | $11.5M | Sell |
502,211
-29,434
| -6% | -$674K | 3.77% | 7 |
|
|
2023
Q1 | $12.4M | Buy |
531,645
+146,609
| +38% | +$3.43M | 4.16% | 5 |
|
|
2022
Q4 | $8.75M | Buy |
385,036
+106,258
| +38% | +$2.41M | 3.29% | 6 |
|
|
2022
Q3 | $6.35M | Buy |
278,778
+48,990
| +21% | +$1.12M | 2.51% | 10 |
|
|
2022
Q2 | $5.49M | Buy |
+229,788
| New | +$5.49M | 2.15% | 12 |
|