BRWA
B. Riley 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
Q4 | $537K | Sell |
23,361
-16,608
| -42% | -$382K | 0.02% | 673 |
|
|
2024
Q3 | $935K | Sell |
39,969
-3,132
| -7% | -$73.3K | 0.03% | 519 |
|
|
2024
Q2 | $973K | Sell |
43,101
-40,583
| -48% | -$916K | 0.02% | 548 |
|
|
2024
Q1 | $1.84M | Buy |
83,684
+41,518
| +98% | +$915K | 0.05% | 377 |
|
|
2023
Q4 | $972K | Sell |
42,166
-41,518
| -50% | -$957K | 0.03% | 537 |
|
|
2023
Q3 | $1.84M | Sell |
83,684
-277,505
| -77% | -$6.12M | 0.05% | 377 |
|
|
2023
Q2 | $8.27M | Buy |
361,189
+29,091
| +9% | +$666K | 0.19% | 113 |
|
|
2023
Q1 | $7.76M | Buy |
332,098
+136,477
| +70% | +$3.19M | 0.21% | 109 |
|
|
2022
Q4 | $4.44M | Sell |
195,621
-397,863
| -67% | -$9.04M | 0.12% | 183 |
|
|
2022
Q3 | $13.5M | Buy |
593,484
+89,572
| +18% | +$2.04M | 0.41% | 50 |
|
|
2022
Q2 | $12M | Sell |
503,912
-15,988
| -3% | -$382K | 0.51% | 37 |
|
|
2022
Q1 | $13M | Buy |
519,900
+31,973
| +7% | +$796K | 0.42% | 46 |
|
|
2021
Q4 | $13M | Buy |
487,927
+20,032
| +4% | +$534K | 0.38% | 54 |
|
|
2021
Q3 | $12.4M | Sell |
467,895
-82,788
| -15% | -$2.2M | 0.39% | 49 |
|
|
2021
Q2 | $14.6M | Buy |
550,683
+53,312
| +11% | +$1.42M | 0.48% | 34 |
|
|
2021
Q1 | $13M | Buy |
497,371
+215,185
| +76% | +$5.64M | 0.46% | 37 |
|
|
2020
Q4 | $7.69M | Sell |
282,186
-21,402
| -7% | -$583K | 0.41% | 55 |
|
|
2020
Q3 | $8.49M | Buy |
303,588
+20,577
| +7% | +$575K | 0.45% | 54 |
|
|
2020
Q2 | $7.92M | Sell |
283,011
-75,506
| -21% | -$2.11M | 0.53% | 39 |
|
|
2020
Q1 | $10M | Buy |
358,517
+11,419
| +3% | +$320K | 0.86% | 20 |
|
|
2019
Q4 | $9M | Buy |
347,098
+202,790
| +141% | +$5.26M | 0.77% | 20 |
|
|
2019
Q3 | $3.8M | Buy |
144,308
+96,210
| +200% | +$2.53M | 0.37% | 55 |
|
|
2019
Q2 | $1.24M | Buy |
48,098
+23,849
| +98% | +$616K | 0.14% | 162 |
|
|
2019
Q1 | $613K | Buy |
+24,249
| New | +$613K | 0.08% | 278 |
|