WealthSource Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.76M | Sell |
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|
2023
Q3 | $12.7M | Sell |
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|
2023
Q2 | $36.5M | Sell |
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|
2023
Q1 | $40.3M | Buy |
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|
2022
Q4 | $28.2M | Sell |
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|
2022
Q3 | $69.7M | Buy |
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|
2022
Q2 | $56.3M | Buy |
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|
2022
Q1 | $54.3M | Buy |
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|
2021
Q4 | $51.1M | Buy |
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|
2021
Q3 | $49.8M | Sell |
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|
2021
Q2 | $61.3M | Buy |
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|
2021
Q1 | $56.3M | Buy |
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|
2020
Q4 | $45.4M | Sell |
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|
2020
Q3 | $52.3M | Buy |
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|
2020
Q2 | $49.9M | Sell |
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|
2020
Q1 | $68.3M | Buy |
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|
2019
Q4 | $57.5M | Buy |
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|
2019
Q3 | $20.9M | Buy |
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|
2019
Q2 | $10.7M | Buy |
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|
2019
Q1 | $2.52M | Buy |
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|
2018
Q4 | $687K | Sell |
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|
2018
Q3 | $917K | Buy |
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|
2018
Q2 | $850K | Sell |
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|
2018
Q1 | $924K | Buy |
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