Upper Left Wealth Management’s iShares 1-3 Year International Treasury Bond ETF IGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
14,216
-1,926
| -12% | -$83K | 0.41% | 44 |
|
|
2025
Q1 | $636K | Buy |
16,142
+2,282
| +16% | +$90K | 0.46% | 43 |
|
|
2024
Q4 | $533K | Sell |
13,860
-339
| -2% | -$13K | 0.46% | 44 |
|
|
2024
Q3 | $583K | Sell |
14,199
-5,121
| -27% | -$210K | 0.51% | 42 |
|
|
2024
Q2 | $746K | Buy |
19,320
+4,843
| +33% | +$187K | 0.67% | 37 |
|
|
2024
Q1 | $574K | Sell |
14,477
-140
| -1% | -$5.55K | 0.53% | 41 |
|
|
2023
Q4 | $604K | Buy |
14,617
+4,143
| +40% | +$171K | 0.59% | 40 |
|
|
2023
Q3 | $389K | Buy |
10,474
+309
| +3% | +$11.5K | 0.41% | 45 |
|
|
2023
Q2 | $402K | Buy |
10,165
+1,527
| +18% | +$60.5K | 0.45% | 44 |
|
|
2023
Q1 | $347K | Sell |
8,638
-1,929
| -18% | -$77.6K | 0.39% | 45 |
|
|
2022
Q4 | $414K | Buy |
10,567
+1,798
| +21% | +$70.4K | 0.49% | 43 |
|
|
2022
Q3 | $327K | Sell |
8,769
-7,813
| -47% | -$291K | 0.42% | 42 |
|
|
2022
Q2 | $678K | Buy |
+16,582
| New | +$678K | 0.78% | 34 |
|
|
2022
Q1 | – | Sell |
-4,229
| Closed | -$213K | – | 54 |
|
|
2021
Q4 | $213K | Buy |
+4,229
| New | +$213K | 0.21% | 48 |
|