Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-20,667
| Closed | -$549K | – | 241 |
|
|
2021
Q3 | $549K | Sell |
20,667
-2,564
| -11% | -$68.1K | 0.11% | 149 |
|
|
2021
Q2 | $618K | Hold |
23,231
| – | – | 0.13% | 138 |
|
|
2021
Q1 | $608K | Sell |
23,231
-34,309
| -60% | -$898K | 0.14% | 127 |
|
|
2020
Q4 | $1.57M | Sell |
57,540
-46,613
| -45% | -$1.27M | 0.4% | 50 |
|
|
2020
Q3 | $2.89M | Buy |
104,153
+48,222
| +86% | +$1.34M | 0.84% | 29 |
|
|
2020
Q2 | $1.57M | Buy |
55,931
+32,523
| +139% | +$911K | 0.5% | 47 |
|
|
2020
Q1 | $656K | Buy |
+23,408
| New | +$656K | 0.26% | 86 |
|