WMS
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Wealth Management Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-12,998
Closed -$311K 88
2022
Q2
$311K Buy
12,998
+549
+4% +$13.1K 0.18% 61
2022
Q1
$310K Sell
12,449
-3,104
-20% -$77.3K 0.16% 83
2021
Q4
$415K Buy
+15,553
New +$415K 0.21% 71