Visionary Wealth 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
2024
Q3
Sell
-9,830
Closed -$222K 542
2024
Q2
$222K Sell
9,830
-81,113
-89% -$1.82M 0.01% 479
2024
Q1
$2.07M Buy
90,943
+10,174
+13% +$231K 0.14% 166
2023
Q4
$1.86M Buy
+80,769
New +$1.8M 0.14% 160
2021
Q2
Sell
-15,574
Closed -$408K 342
2021
Q1
$408K Sell
15,574
-61,074
-80% -$1.63M 0.04% 216
2020
Q4
$2.09M Sell
76,648
-142,550
-65% -$3.93M 0.23% 96
2020
Q3
$6.13M Sell
219,198
-31,919
-13% -$895K 0.86% 34
2020
Q2
$7.03M Buy
251,117
+47,052
+23% +$1.32M 1.07% 26
2020
Q1
$5.72M Buy
204,065
+147,627
+262% +$3.96M 1.08% 25
2019
Q4
$1.46M Buy
+56,438
New +$1.47M 0.26% 84

Other funds holding GOVT