Summit Place Financial Advisors’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
2021
Q3
Sell
-10,250
Closed -$273K 107
2021
Q2
$273K Sell
10,250
-10,125
-50% -$270K 0.2% 94
2021
Q1
$534K Buy
+20,375
New +$534K 0.43% 72