Summit Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $616K | Hold |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $686K | Hold |
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|
2021
Q3 | $682K | Hold |
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|
2021
Q2 | $684K | Hold |
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|
2021
Q1 | $673K | Sell |
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|
2020
Q4 | $961K | Hold |
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|
2020
Q3 | $986K | Buy |
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|
2020
Q2 | $958K | Sell |
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|
2020
Q1 | $1.03M | Hold |
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|
2019
Q4 | $957K | Hold |
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|
2019
Q3 | $972K | Buy |
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