BWM
Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-35,023
| Closed | -$929K | – | 124 |
|
|
2021
Q3 | $929K | Sell |
35,023
-23,254
| -40% | -$617K | 0.87% | 32 |
|
|
2021
Q2 | $1.55M | Buy |
58,277
+5,106
| +10% | +$136K | 1.49% | 19 |
|
|
2021
Q1 | $1.39M | Buy |
53,171
+5,578
| +12% | +$146K | 1.47% | 19 |
|
|
2020
Q4 | $1.3M | Buy |
+47,593
| New | +$1.3M | 1.27% | 19 |
|