T
TCWP’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-310,231
| Closed | -$7.1M | – | 132 |
|
|
2023
Q2 | $7.1M | Sell |
310,231
-68,598
| -18% | -$1.57M | 1.52% | 17 |
|
|
2023
Q1 | $8.86M | Buy |
378,829
+169,975
| +81% | +$3.97M | 1.68% | 13 |
|
|
2022
Q4 | $4.75M | Sell |
208,854
-246,638
| -54% | -$5.61M | 0.96% | 31 |
|
|
2022
Q3 | $10.4M | Sell |
455,492
-10,279
| -2% | -$234K | 2.2% | 6 |
|
|
2022
Q2 | $11.1M | Buy |
465,771
+28,706
| +7% | +$686K | 2.37% | 6 |
|
|
2022
Q1 | $10.9M | Buy |
437,065
+85,863
| +24% | +$2.14M | 1.98% | 8 |
|
|
2021
Q4 | $9.37M | Buy |
+351,202
| New | +$9.37M | 1.86% | 10 |
|