AWA
Acorn Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,374
| Closed | -$213K | – | 206 |
|
|
2024
Q1 | $213K | Sell |
9,374
-74
| -0.8% | -$1.69K | 0.11% | 191 |
|
|
2023
Q4 | $218K | Sell |
9,448
-486
| -5% | -$11.2K | 0.13% | 172 |
|
|
2023
Q3 | $219K | Sell |
9,934
-201
| -2% | -$4.43K | 0.15% | 163 |
|
|
2023
Q2 | $232K | Sell |
10,135
-175
| -2% | -$4.01K | 0.16% | 149 |
|
|
2023
Q1 | $241K | Sell |
10,310
-12
| -0.1% | -$281 | 0.18% | 144 |
|
|
2022
Q4 | $235K | Sell |
10,322
-2,587
| -20% | -$58.9K | 0.18% | 134 |
|
|
2022
Q3 | $294K | Sell |
12,909
-696
| -5% | -$15.9K | 0.24% | 101 |
|
|
2022
Q2 | $325K | Buy |
13,605
+1,219
| +10% | +$29.1K | 0.26% | 105 |
|
|
2022
Q1 | $309K | Buy |
12,386
+214
| +2% | +$5.34K | 0.21% | 119 |
|
|
2021
Q4 | $325K | Buy |
12,172
+2,243
| +23% | +$59.9K | 0.21% | 120 |
|
|
2021
Q3 | $263K | Buy |
9,929
+1,182
| +14% | +$31.3K | 0.18% | 134 |
|
|
2021
Q2 | $233K | Buy |
+8,747
| New | +$233K | 0.16% | 148 |
|