BWM
BCGM 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
Q2 | $358K | Sell |
15,573
-89
| -0.6% | -$2.05K | 0.1% | 121 |
|
|
2025
Q1 | $360K | Sell |
15,662
-97
| -0.6% | -$2.23K | 0.11% | 118 |
|
|
2024
Q4 | $362K | Buy |
15,759
+4
| +0% | +$92 | 0.11% | 113 |
|
|
2024
Q3 | $369K | Sell |
15,755
-1,804
| -10% | -$42.3K | 0.12% | 113 |
|
|
2024
Q2 | $396K | Buy |
17,559
+58
| +0.3% | +$1.31K | 0.14% | 108 |
|
|
2024
Q1 | $398K | Sell |
17,501
-84
| -0.5% | -$1.91K | 0.14% | 100 |
|
|
2023
Q4 | $405K | Sell |
17,585
-3,441
| -16% | -$79.3K | 0.17% | 90 |
|
|
2023
Q3 | $463K | Sell |
21,026
-196,575
| -90% | -$4.33M | 0.21% | 72 |
|
|
2023
Q2 | $4.98M | Buy |
217,601
+20,507
| +10% | +$470K | 2.19% | 11 |
|
|
2023
Q1 | $4.61M | Sell |
197,094
-16,718
| -8% | -$391K | 2.32% | 11 |
|
|
2022
Q4 | $4.86M | Buy |
213,812
+838
| +0.4% | +$19K | 2.36% | 12 |
|
|
2022
Q3 | $4.76M | Buy |
212,974
+198,712
| +1,393% | +$4.44M | 2.38% | 12 |
|
|
2022
Q2 | $346K | Sell |
14,262
-7,976
| -36% | -$194K | 0.18% | 78 |
|
|
2022
Q1 | $537K | Sell |
22,238
-2,693
| -11% | -$65K | 0.29% | 61 |
|
|
2021
Q4 | $665K | Sell |
24,931
-5,694
| -19% | -$152K | 0.36% | 58 |
|
|
2021
Q3 | $811K | Sell |
30,625
-2,688
| -8% | -$71.2K | 0.45% | 55 |
|
|
2021
Q2 | $896K | Sell |
33,313
-2,615
| -7% | -$70.3K | 0.53% | 43 |
|
|
2021
Q1 | $949K | Sell |
35,928
-187,786
| -84% | -$4.96M | 0.65% | 34 |
|
|
2020
Q4 | $6.01M | Buy |
+223,714
| New | +$6.01M | 4.26% | 7 |
|