WBH Advisory’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
Q2 | – | Sell |
-71,723
| Closed | -$1.68M | – | 301 |
|
2023
Q1 | $1.68M | Buy |
+71,723
| New | +$1.68M | 0.21% | 101 |
|
2022
Q3 | $1.53M | Buy |
67,194
+34,812
| +108% | +$792K | 0.22% | 101 |
|
2022
Q2 | $773K | Buy |
32,382
+2,221
| +7% | +$53K | 0.1% | 161 |
|
2022
Q1 | $731K | Buy |
+30,161
| New | +$731K | 0.09% | 178 |
|