AWM
Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,193
| Closed | -$142K | – | 1391 |
|
|
2024
Q4 | $142K | Sell |
6,193
-1,087
| -15% | -$25K | 0.01% | 797 |
|
|
2024
Q3 | $171K | Buy |
7,280
+3,105
| +74% | +$72.8K | 0.01% | 740 |
|
|
2024
Q2 | $94.2K | Buy |
4,175
+3,343
| +402% | +$75.5K | ﹤0.01% | 881 |
|
|
2024
Q1 | $18.9K | Buy |
832
+804
| +2,871% | +$18.3K | ﹤0.01% | 1632 |
|
|
2023
Q4 | $645 | Sell |
28
-49
| -64% | -$1.13K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $1.7K | Hold |
77
| – | – | ﹤0.01% | 1397 |
|
|
2023
Q2 | $1.76K | Sell |
77
-78
| -50% | -$1.79K | ﹤0.01% | 1364 |
|
|
2023
Q1 | $3.62K | Hold |
155
| – | – | ﹤0.01% | 1289 |
|
|
2022
Q4 | $3.52K | Sell |
155
-4,516
| -97% | -$103K | ﹤0.01% | 997 |
|
|
2022
Q3 | $106K | Buy |
4,671
+4,445
| +1,967% | +$101K | 0.01% | 517 |
|
|
2022
Q2 | $5K | Sell |
226
-156
| -41% | -$3.45K | ﹤0.01% | 854 |
|
|
2022
Q1 | $9K | Sell |
382
-585
| -60% | -$13.8K | ﹤0.01% | 841 |
|
|
2021
Q4 | $25K | Sell |
967
-428
| -31% | -$11.1K | ﹤0.01% | 669 |
|
|
2021
Q3 | $37K | Sell |
1,395
-2,013
| -59% | -$53.4K | ﹤0.01% | 589 |
|
|
2021
Q2 | $90K | Buy |
3,408
+1,678
| +97% | +$44.3K | 0.01% | 476 |
|
|
2021
Q1 | $45K | Buy |
1,730
+1,276
| +281% | +$33.2K | ﹤0.01% | 531 |
|
|
2020
Q4 | $12K | Sell |
454
-5,584
| -92% | -$148K | ﹤0.01% | 683 |
|
|
2020
Q3 | $168K | Sell |
6,038
-6,614
| -52% | -$184K | 0.02% | 389 |
|
|
2020
Q2 | $354K | Sell |
12,652
-143,448
| -92% | -$4.01M | 0.06% | 308 |
|
|
2020
Q1 | $4.37M | Buy |
+156,100
| New | +$4.37M | 0.86% | 28 |
|