BWP
Bernardo Wealth Planning’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 | $12.5M | Sell |
545,358
-8,995
| -2% | -$207K | 2.72% | 11 |
|
|
2025
Q1 | $12.7M | Buy |
554,353
+9,230
| +2% | +$212K | 3.05% | 9 |
|
|
2024
Q4 | $12.1M | Sell |
545,123
-70,665
| -11% | -$1.57M | 2.9% | 10 |
|
|
2024
Q3 | $14.2M | Buy |
615,788
+62,499
| +11% | +$1.44M | 3.44% | 10 |
|
|
2024
Q2 | $12.5M | Buy |
553,289
+89,576
| +19% | +$2.02M | 3.36% | 12 |
|
|
2024
Q1 | $10.6M | Buy |
463,713
+55,865
| +14% | +$1.27M | 2.94% | 12 |
|
|
2023
Q4 | $9.4M | Buy |
407,848
+69,771
| +21% | +$1.61M | 2.96% | 12 |
|
|
2023
Q3 | $7.45M | Buy |
338,077
+13,819
| +4% | +$305K | 2.95% | 11 |
|
|
2023
Q2 | $7.43M | Buy |
324,258
+36,799
| +13% | +$843K | 2.96% | 11 |
|
|
2023
Q1 | $6.72M | Buy |
287,459
+306
| +0.1% | +$7.15K | 2.89% | 11 |
|
|
2022
Q4 | $6.52M | Sell |
287,153
-4,054
| -1% | -$92.1K | 3.05% | 11 |
|
|
2022
Q3 | $6.47M | Sell |
291,207
-8,334
| -3% | -$185K | 3.66% | 9 |
|
|
2022
Q2 | $7.16M | Sell |
299,541
-9,174
| -3% | -$219K | 4.09% | 8 |
|
|
2022
Q1 | $7.69M | Buy |
308,715
+26,829
| +10% | +$668K | 3.82% | 7 |
|
|
2021
Q4 | $7.52M | Buy |
281,886
+6,852
| +2% | +$183K | 3.67% | 6 |
|
|
2021
Q3 | $7.3M | Sell |
275,034
-14,969
| -5% | -$397K | 4.24% | 7 |
|
|
2021
Q2 | $7.71M | Sell |
290,003
-37,973
| -12% | -$1.01M | 4.63% | 6 |
|
|
2021
Q1 | $8.59M | Buy |
327,976
+8,953
| +3% | +$234K | 5.46% | 6 |
|
|
2020
Q4 | $8.69M | Buy |
319,023
+101,669
| +47% | +$2.77M | 3.35% | 5 |
|
|
2020
Q3 | $6.08M | Buy |
217,354
+49,224
| +29% | +$1.38M | 2.73% | 10 |
|
|
2020
Q2 | $4.71M | Sell |
168,130
-127,454
| -43% | -$3.57M | 2.52% | 10 |
|
|
2020
Q1 | $8.28M | Buy |
295,584
+8,636
| +3% | +$242K | 5.75% | 3 |
|
|
2019
Q4 | $7.44M | Buy |
286,948
+239,079
| +499% | +$6.2M | 4.52% | 3 |
|
|
2019
Q3 | $1.26M | Buy |
+47,869
| New | +$1.26M | 0.91% | 27 |
|