SA
Stewardship Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
245,800
+662
| +0.3% | +$31K | 2.92% | 11 |
|
|
2025
Q1 | $11.5M | Buy |
245,138
+9,746
| +4% | +$457K | 3.11% | 10 |
|
|
2024
Q4 | $10.9M | Buy |
235,392
+5,249
| +2% | +$244K | 3.03% | 9 |
|
|
2024
Q3 | $11.1M | Buy |
230,143
+110,484
| +92% | +$5.34M | 3.14% | 7 |
|
|
2024
Q2 | $5.55M | Buy |
119,659
+5,198
| +5% | +$241K | 1.83% | 18 |
|
|
2024
Q1 | $5.36M | Buy |
+114,461
| New | +$5.36M | 1.83% | 18 |
|