TWM
Trinity Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,369
| Closed | -$645K | – | 43 |
|
|
2022
Q4 | $645K | Sell |
28,369
-5,072
| -15% | -$115K | 0.46% | 31 |
|
|
2022
Q3 | $761K | Buy |
33,441
+5,755
| +21% | +$131K | 0.61% | 30 |
|
|
2022
Q2 | $662K | Sell |
27,686
-287
| -1% | -$6.86K | 0.52% | 27 |
|
|
2022
Q1 | $697K | Sell |
27,973
-646
| -2% | -$16.1K | 0.49% | 28 |
|
|
2021
Q4 | $764K | Sell |
28,619
-1,603
| -5% | -$42.8K | 0.53% | 24 |
|
|
2021
Q3 | $802K | Buy |
+30,222
| New | +$802K | 0.61% | 23 |
|