WJ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,185
| Closed | -$485K | – | 52 |
|
|
2021
Q4 | $485K | Sell |
18,185
-750
| -4% | -$20K | 0.29% | 34 |
|
|
2021
Q3 | $501K | Sell |
18,935
-625
| -3% | -$16.5K | 0.33% | 37 |
|
|
2021
Q2 | $520K | Sell |
19,560
-6,425
| -25% | -$171K | 1.61% | 16 |
|
|
2021
Q1 | $681K | Sell |
25,985
-23,800
| -48% | -$624K | 2.12% | 13 |
|
|
2020
Q4 | $1.36M | Sell |
49,785
-27,525
| -36% | -$750K | 4.22% | 7 |
|
|
2020
Q3 | $2.16M | Sell |
77,310
-573,061
| -88% | -$16M | 7% | 5 |
|
|
2020
Q2 | $18.2M | Buy |
650,371
+545,124
| +518% | +$15.3M | 12.77% | 2 |
|
|
2020
Q1 | $2.95M | Sell |
105,247
-6,815
| -6% | -$191K | 10.62% | 3 |
|
|
2019
Q4 | $2.91M | Buy |
+112,062
| New | +$2.91M | 7.33% | 4 |
|