W.H. Cornerstone Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,642
| Closed | -$220K | – | 127 |
|
|
2024
Q1 | $220K | Sell |
9,642
-3,573
| -27% | -$81.5K | 0.16% | 124 |
|
|
2023
Q4 | $304K | Sell |
13,215
-16,854
| -56% | -$388K | 0.24% | 101 |
|
|
2023
Q3 | $663K | Sell |
30,069
-33,550
| -53% | -$740K | 0.58% | 57 |
|
|
2023
Q2 | $1.46M | Buy |
63,619
+21,941
| +53% | +$502K | 1.3% | 18 |
|
|
2023
Q1 | $974K | Sell |
41,678
-42,753
| -51% | -$999K | 0.88% | 38 |
|
|
2022
Q4 | $1.97M | Sell |
84,431
-17,233
| -17% | -$401K | 1.87% | 10 |
|
|
2022
Q3 | $2.3M | Buy |
+101,664
| New | +$2.3M | 2.42% | 8 |
|