Topel & Distasi Wealth Management’s iShares 1-3 Year International Treasury Bond ETF IGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
78,729
-7,174
| -8% | -$309K | 1.78% | 19 |
|
|
2025
Q1 | $3.39M | Buy |
85,903
+5,723
| +7% | +$226K | 1.58% | 21 |
|
|
2024
Q4 | $3.08M | Sell |
80,180
-2,946
| -4% | -$113K | 1.32% | 24 |
|
|
2024
Q3 | $3.48M | Sell |
83,126
-1,669
| -2% | -$69.8K | 1.44% | 22 |
|
|
2024
Q2 | $3.27M | Sell |
84,795
-544
| -0.6% | -$21K | 1.44% | 23 |
|
|
2024
Q1 | $3.38M | Buy |
85,339
+3,173
| +4% | +$126K | 1.5% | 23 |
|
|
2023
Q4 | $3.4M | Buy |
82,166
+1,393
| +2% | +$57.6K | 1.61% | 23 |
|
|
2023
Q3 | $3M | Buy |
80,773
+3,923
| +5% | +$146K | 1.57% | 24 |
|
|
2023
Q2 | $3.04M | Buy |
76,850
+322
| +0.4% | +$12.7K | 1.53% | 24 |
|
|
2023
Q1 | $3.08M | Buy |
76,528
+3,087
| +4% | +$124K | 1.61% | 24 |
|
|
2022
Q4 | $2.88M | Hold |
73,441
| – | – | 1.61% | 25 |
|
|
2022
Q3 | $2.85M | Sell |
73,441
-7,196
| -9% | -$279K | 1.57% | 23 |
|
|
2022
Q2 | $3.3M | Buy |
80,637
+45,227
| +128% | +$1.85M | 1.91% | 19 |
|
|
2022
Q1 | $1.65M | Sell |
35,410
-32,867
| -48% | -$1.53M | 0.69% | 39 |
|
|
2021
Q4 | $3.43M | Buy |
+68,277
| New | +$3.43M | 1.4% | 30 |
|