Winthrop Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-8,780
| Closed | -$234K | – | 143 |
|
2021
Q4 | $234K | Sell |
8,780
-339
| -4% | -$9.04K | 0.05% | 123 |
|
2021
Q3 | $242K | Sell |
9,119
-260
| -3% | -$6.9K | 0.05% | 115 |
|
2021
Q2 | $249K | Sell |
9,379
-825
| -8% | -$21.9K | 0.06% | 111 |
|
2021
Q1 | $267K | Sell |
10,204
-5,026
| -33% | -$132K | 0.07% | 104 |
|
2020
Q4 | $415K | Buy |
15,230
+3,163
| +26% | +$86.2K | 0.11% | 68 |
|
2020
Q3 | $336K | Buy |
+12,067
| New | +$336K | 0.1% | 75 |
|