WealthPlan Investment Management’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
Q1
Sell
-16,790
Closed -$386K 485
2022
Q4
$386K Sell
16,790
-22,655
-57% -$521K 0.03% 285
2022
Q3
$919K Buy
+39,445
New +$919K 0.07% 172
2022
Q1
$1.42M Buy
+58,729
New +$1.42M 0.1% 139