Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$23K | – | 699 |
|
|
2023
Q4 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 380 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$22.9K | – | 692 |
|
|
2023
Q2 | $22.9K | Hold |
1,000
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $23.4K | Hold |
1,000
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $22.7K | Hold |
1,000
| – | – | 0.01% | 390 |
|
|
2022
Q3 | $23K | Hold |
1,000
| – | – | 0.01% | 400 |
|
|
2022
Q2 | $24K | Hold |
1,000
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $25K | Hold |
1,000
| – | – | 0.01% | 370 |
|
|
2021
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 379 |
|
|
2021
Q3 | $27K | Sell |
1,000
-642
| -39% | -$17.3K | 0.01% | 361 |
|
|
2021
Q2 | $44K | Buy |
1,642
+690
| +72% | +$18.5K | 0.01% | 288 |
|
|
2021
Q1 | $43 | Sell |
952
-8,152
| -90% | -$368 | 0.01% | 291 |
|
|
2020
Q4 | $248K | Buy |
9,104
+849
| +10% | +$23.1K | 0.08% | 102 |
|
|
2020
Q3 | $231K | Sell |
8,255
-10,400
| -56% | -$291K | 0.08% | 98 |
|
|
2020
Q2 | $522K | Buy |
18,655
+9,416
| +102% | +$263K | 0.2% | 63 |
|
|
2020
Q1 | $259K | Buy |
9,239
+1,343
| +17% | +$37.6K | 0.12% | 90 |
|
|
2019
Q4 | $205K | Buy |
+7,896
| New | +$205K | 0.09% | 115 |
|