WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $183K | Sell |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $2.51M | Buy |
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