Treasure Coast Financial Planning’s Invesco Total Return Bond ETF GTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Sell	32,194 -1,183	-4%	-$56.1K	0.78%	23
2025 Q4	$1.58M	Sell	33,377 -114	-0.3%	-$5.43K	0.84%	22
2025 Q3	$1.59M	Sell	33,491 -604	-2%	-$28.4K	0.89%	21
2025 Q2	$1.6M	Sell	34,095 -690	-2%	-$32K	0.93%	19
2025 Q1	$1.63M	Sell	34,785 -1,600	-4%	-$74.7K	1.01%	19
2024 Q4	$1.69M	Buy	36,385 +17,293	+91%	+$815K	1.11%	19
2024 Q3	$922K	Sell	19,092 -2,113	-10%	-$101K	0.57%	22
2024 Q2	$983K	Sell	21,205 -668	-3%	-$30.9K	0.65%	21
2024 Q1	$1.02M	Sell	21,873 -2,639	-11%	-$123K	0.67%	21
2023 Q4	$1.16M	Buy	24,512 +4,542	+23%	+$205K	0.81%	20
2023 Q3	$891K	Buy	19,970 +6	+0%	+$275	0.62%	22
2023 Q2	$928K	Sell	19,964 -4,922	-20%	-$230K	0.63%	23
2023 Q1	$1.17M	Sell	24,886 -4,980	-17%	-$236K	0.82%	22
2022 Q4	$1.39M	Buy	29,866 +21,343	+250%	+$981K	1.04%	19
2022 Q3	$389K	Sell	8,523 -1,137	-12%	-$54.8K	0.31%	23
2022 Q2	$465K	Sell	9,660 -152,166	-94%	-$7.58M	0.36%	22
2022 Q1	$8.49M	Sell	161,826 -12,532	-7%	-$676K	6.51%	5
2021 Q4	$9.83M	Buy	+174,358	New	+$9.85M	7.6%	6