BWM
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.36M | Buy |
408,558
+153,845
| +60% | +$3.52M | 0.94% | 23 |
|
|
2023
Q1 | $5.96M | Sell |
254,713
-73,564
| -22% | -$1.72M | 0.61% | 37 |
|
|
2022
Q4 | $7.46M | Buy |
328,277
+80,879
| +33% | +$1.84M | 0.81% | 27 |
|
|
2022
Q3 | $5.63M | Buy |
247,398
+64,591
| +35% | +$1.47M | 0.67% | 31 |
|
|
2022
Q2 | $4.37M | Sell |
182,807
-62,884
| -26% | -$1.5M | 0.5% | 38 |
|
|
2022
Q1 | $6.12M | Buy |
245,691
+131,970
| +116% | +$3.29M | 0.65% | 29 |
|
|
2021
Q4 | $3.03M | Sell |
113,721
-2,008
| -2% | -$53.6K | 0.32% | 69 |
|
|
2021
Q3 | $3.07M | Buy |
115,729
+34,845
| +43% | +$924K | 0.35% | 60 |
|
|
2021
Q2 | $2.15M | Buy |
80,884
+38,390
| +90% | +$1.02M | 0.26% | 79 |
|
|
2021
Q1 | $1.11M | Buy |
+42,494
| New | +$1.11M | 0.14% | 112 |
|
|
2019
Q2 | – | Sell |
-80
| Closed | -$2K | – | 748 |
|
|
2019
Q1 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 661 |
|