Tower Wealth Partners’s iShares Government/Credit Bond ETF GBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,872
| Closed | -$401K | – | 69 |
|
|
2024
Q1 | $401K | Buy |
3,872
+162
| +4% | +$16.8K | 0.26% | 38 |
|
|
2023
Q4 | $390K | Buy |
3,710
+414
| +13% | +$43.6K | 0.28% | 37 |
|
|
2023
Q3 | $330K | Sell |
3,296
-7
| -0.2% | -$700 | 0.27% | 38 |
|
|
2023
Q2 | $344K | Sell |
3,303
-20
| -0.6% | -$2.08K | 0.28% | 37 |
|
|
2023
Q1 | $352K | Buy |
3,323
+1
| +0% | +$106 | 0.29% | 37 |
|
|
2022
Q4 | $341K | Buy |
3,322
+18
| +0.5% | +$1.85K | 0.3% | 38 |
|
|
2022
Q3 | $332K | Sell |
3,304
-180
| -5% | -$18.1K | 0.32% | 38 |
|
|
2022
Q2 | $375K | Buy |
3,484
+329
| +10% | +$35.4K | 0.5% | 31 |
|
|
2022
Q1 | $358K | Buy |
3,155
+13
| +0.4% | +$1.48K | 0.39% | 33 |
|
|
2021
Q4 | $382K | Buy |
3,142
+6
| +0.2% | +$729 | 0.39% | 30 |
|
|
2021
Q3 | $382K | Buy |
3,136
+36
| +1% | +$4.39K | 0.4% | 31 |
|
|
2021
Q2 | $380K | Sell |
3,100
-63
| -2% | -$7.72K | 0.42% | 32 |
|
|
2021
Q1 | $379K | Buy |
3,163
+161
| +5% | +$19.3K | 0.49% | 34 |
|
|
2020
Q4 | $378K | Buy |
+3,002
| New | +$378K | 0.43% | 27 |
|