Sovereign Financial Group’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
Q3 | – | Sell |
-37,834
| Closed | -$866K | – | 241 |
|
|
2023
Q2 | $866K | Buy |
37,834
+10,890
| +40% | +$249K | 0.28% | 85 |
|
|
2023
Q1 | $630K | Buy |
+26,944
| New | +$630K | 0.23% | 106 |
|
|
2022
Q4 | – | Sell |
-33,742
| Closed | -$768K | – | 223 |
|
|
2022
Q3 | $768K | Buy |
33,742
+8,352
| +33% | +$190K | 0.31% | 79 |
|
|
2022
Q2 | $607K | Buy |
25,390
+3,988
| +19% | +$95.3K | 0.24% | 94 |
|
|
2022
Q1 | $533K | Sell |
21,402
-62
| -0.3% | -$1.54K | 0.2% | 110 |
|
|
2021
Q4 | $573K | Buy |
+21,464
| New | +$573K | 0.23% | 105 |
|