True Link Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% -$23.9K 0.05% 100
2022
Q2
$377K Buy
15,783
+1,008
+7% +$24.3K 0.06% 96
2022
Q1
$368K Sell
14,775
-40,328
-73% -$1.03M 0.05% 94
2021
Q4
$1.47M Sell
55,103
-12
-0% -$318 0.2% 55
2021
Q3
$1.46M Buy
55,115
+9,250
+20% +$248K 0.2% 55
2021
Q2
$1.22M Sell
45,865
-227
-0.5% -$5.99K 0.18% 55
2021
Q1
$1.21M Buy
46,092
+36,967
+405% +$988K 0.18% 59
2020
Q4
$249K Buy
+9,125
New +$252K 0.04% 207

Other funds holding GOVT