9WM
9258 Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,823
| Closed | -$201K | – | 332 |
|
|
2022
Q3 | $201K | Sell |
8,823
-57
| -0.6% | -$1.3K | 0.05% | 303 |
|
|
2022
Q2 | $212K | Sell |
8,880
-191
| -2% | -$4.56K | 0.05% | 303 |
|
|
2022
Q1 | $226K | Sell |
9,071
-3,113
| -26% | -$77.6K | 0.05% | 328 |
|
|
2021
Q4 | $325K | Buy |
12,184
+142
| +1% | +$3.79K | 0.07% | 270 |
|
|
2021
Q3 | $319K | Sell |
12,042
-3,897
| -24% | -$103K | 0.09% | 244 |
|
|
2021
Q2 | $424K | Buy |
15,939
+1,490
| +10% | +$39.6K | 0.11% | 198 |
|
|
2021
Q1 | $378K | Sell |
14,449
-2,887
| -17% | -$75.5K | 0.11% | 194 |
|
|
2020
Q4 | $472K | Sell |
17,336
-4,882
| -22% | -$133K | 0.15% | 154 |
|
|
2020
Q3 | $614K | Buy |
22,218
+138
| +0.6% | +$3.81K | 0.23% | 108 |
|
|
2020
Q2 | $618K | Buy |
22,080
+2,540
| +13% | +$71.1K | 0.25% | 111 |
|
|
2020
Q1 | $548K | Buy |
19,540
+2,414
| +14% | +$67.7K | 0.24% | 121 |
|
|
2019
Q4 | $444K | Buy |
+17,126
| New | +$444K | 0.16% | 166 |
|