Successful Portfolios’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
Q2 | – | Sell |
-20,510
| Closed | -$480K | – | 168 |
|
|
2023
Q1 | $480K | Sell |
20,510
-20,817
| -50% | -$487K | 0.3% | 81 |
|
|
2022
Q4 | $939K | Sell |
41,327
-56,720
| -58% | -$1.29M | 0.61% | 48 |
|
|
2022
Q3 | $2.23M | Buy |
98,047
+17,569
| +22% | +$400K | 1.62% | 9 |
|
|
2022
Q2 | $1.92M | Sell |
80,478
-19,774
| -20% | -$472K | 1.29% | 14 |
|
|
2022
Q1 | $2.5M | Buy |
100,252
+21,086
| +27% | +$525K | 1.42% | 15 |
|
|
2021
Q4 | $2.11M | Sell |
79,166
-10,651
| -12% | -$284K | 1.15% | 19 |
|
|
2021
Q3 | $2.38M | Sell |
89,817
-6,823
| -7% | -$181K | 1.42% | 14 |
|
|
2021
Q2 | $2.57M | Buy |
96,640
+14,143
| +17% | +$376K | 1.56% | 10 |
|
|
2021
Q1 | $2.16M | Buy |
82,497
+15,767
| +24% | +$413K | 1.42% | 13 |
|
|
2020
Q4 | $1.82M | Buy |
66,730
+6,759
| +11% | +$184K | 1.3% | 15 |
|
|
2020
Q3 | $1.68M | Buy |
59,971
+7,751
| +15% | +$217K | 1.34% | 14 |
|
|
2020
Q2 | $1.46M | Sell |
52,220
-5,838
| -10% | -$163K | 1.29% | 13 |
|
|
2020
Q1 | $1.63M | Buy |
58,058
+34,345
| +145% | +$962K | 1.64% | 10 |
|
|
2019
Q4 | $615K | Buy |
+23,713
| New | +$615K | 0.55% | 52 |
|