Teamwork Financial Advisors’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
2023
Q4
Sell
-27,337
Closed -$603K 198
2023
Q3
$603K Sell
27,337
-2,566
-9% -$57.8K 0.1% 116
2023
Q2
$685K Sell
29,903
-30,745
-51% -$713K 0.11% 104
2023
Q1
$1.42M Buy
60,648
+24,248
+67% +$560K 0.26% 64
2022
Q4
$827K Sell
36,400
-25,229
-41% -$573K 0.17% 90
2022
Q3
$1.4M Sell
61,629
-21,330
-26% -$505K 0.3% 53
2022
Q2
$1.98M Sell
82,959
-591
-0.7% -$14.2K 0.43% 47
2022
Q1
$2.08M Sell
83,550
-7,928
-9% -$203K 0.39% 56
2021
Q4
$2.44M Sell
91,478
-2,284
-2% -$60.5K 0.45% 36
2021
Q3
$2.49M Sell
93,762
-8,961
-9% -$240K 0.49% 34
2021
Q2
$2.73M Buy
102,723
+30,614
+42% +$808K 0.56% 32
2021
Q1
$1.89M Buy
72,109
+9,632
+15% +$257K 0.44% 41
2020
Q4
$1.7M Buy
62,477
+2,651
+4% +$73.1K 0.4% 41
2020
Q3
$1.67M Buy
59,826
+14,310
+31% +$401K 0.52% 34
2020
Q2
$1.27M Buy
+45,516
New +$1.27M 0.46% 54

Other funds holding GOVT