Wealth Quarterback’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 |
-9,021
| Closed | -$211K | – | 126 |
|
|
2023
Q1 | $211K | Sell |
9,021
-700
| -7% | -$16.4K | 0.18% | 106 |
|
|
2022
Q4 | $221K | Sell |
9,721
-481
| -5% | -$10.9K | 0.18% | 94 |
|
|
2022
Q3 | $232K | Sell |
10,202
-309
| -3% | -$7.03K | 0.25% | 85 |
|
|
2022
Q2 | $251K | Buy |
+10,511
| New | +$251K | 0.2% | 95 |
|
|
2021
Q3 | $296K | Buy |
11,838
+742
| +7% | +$18.6K | 0.2% | 87 |
|
|
2021
Q2 | $296K | Buy |
+11,096
| New | +$296K | 0.18% | 88 |
|
|
2020
Q4 | $345K | Sell |
12,676
-8,436
| -40% | -$230K | 0.29% | 79 |
|
|
2020
Q3 | $591K | Hold |
21,112
| – | – | 0.54% | 51 |
|
|
2020
Q2 | $591K | Sell |
21,112
-19,691
| -48% | -$551K | 0.54% | 51 |
|
|
2020
Q1 | $1.14M | Sell |
40,803
-56,334
| -58% | -$1.58M | 1.05% | 25 |
|
|
2019
Q4 | $1.94M | Buy |
+97,137
| New | +$1.94M | 1.69% | 10 |
|