True Link Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,775
| Closed | -$326K | – | 81 |
|
|
2023
Q3 | $326K | Hold |
14,775
| – | – | 0.04% | 91 |
|
|
2023
Q2 | $338K | Hold |
14,775
| – | – | 0.04% | 94 |
|
|
2023
Q1 | $345K | Hold |
14,775
| – | – | 0.04% | 92 |
|
|
2022
Q4 | $336K | Hold |
14,775
| – | – | 0.05% | 94 |
|
|
2022
Q3 | $336K | Sell |
14,775
-1,008
| -6% | -$22.9K | 0.05% | 100 |
|
|
2022
Q2 | $377K | Buy |
15,783
+1,008
| +7% | +$24.1K | 0.06% | 96 |
|
|
2022
Q1 | $368K | Sell |
14,775
-40,328
| -73% | -$1M | 0.05% | 94 |
|
|
2021
Q4 | $1.47M | Sell |
55,103
-12
| -0% | -$320 | 0.2% | 55 |
|
|
2021
Q3 | $1.46M | Buy |
55,115
+9,250
| +20% | +$245K | 0.2% | 55 |
|
|
2021
Q2 | $1.22M | Sell |
45,865
-227
| -0.5% | -$6.04K | 0.18% | 55 |
|
|
2021
Q1 | $1.21M | Buy |
46,092
+36,967
| +405% | +$968K | 0.18% | 59 |
|
|
2020
Q4 | $249K | Buy |
+9,125
| New | +$249K | 0.04% | 207 |
|