WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $183K | Sell |
7,968
-8,061
| -50% | -$185K | 0.06% | 165 |
|
|
2024
Q3 | $376K | Buy |
16,029
+1,847
| +13% | +$43.3K | 0.1% | 120 |
|
|
2024
Q2 | $320K | Sell |
14,182
-910
| -6% | -$20.5K | 0.1% | 125 |
|
|
2024
Q1 | $344K | Sell |
15,092
-1,473
| -9% | -$33.5K | 0.11% | 126 |
|
|
2023
Q4 | $382K | Sell |
16,565
-18,740
| -53% | -$432K | 0.14% | 128 |
|
|
2023
Q3 | $778K | Sell |
35,305
-28,169
| -44% | -$621K | 0.3% | 55 |
|
|
2023
Q2 | $1.45M | Sell |
63,474
-2,870
| -4% | -$65.7K | 0.56% | 34 |
|
|
2023
Q1 | $1.55M | Buy |
66,344
+11,271
| +20% | +$264K | 0.67% | 33 |
|
|
2022
Q4 | $1.25M | Sell |
55,073
-38,458
| -41% | -$874K | 0.77% | 26 |
|
|
2022
Q3 | $2.13M | Sell |
93,531
-1,366
| -1% | -$31.1K | 1.5% | 21 |
|
|
2022
Q2 | $2.27M | Sell |
94,897
-5,951
| -6% | -$142K | 1.49% | 22 |
|
|
2022
Q1 | $2.51M | Buy |
+100,848
| New | +$2.51M | 1.5% | 22 |
|