BSWA
Bromfield Sneider 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
Q1 | $190K | Buy |
8,366
+17
| +0.2% | +$387 | 0.12% | 47 |
|
|
2023
Q4 | $192K | Buy |
8,349
+35
| +0.4% | +$806 | 0.13% | 45 |
|
|
2023
Q3 | $183K | Buy |
8,314
+4,825
| +138% | +$106K | 0.14% | 43 |
|
|
2023
Q2 | $79.9K | Buy |
3,489
+21
| +0.6% | +$481 | 0.06% | 53 |
|
|
2023
Q1 | $81.1K | Buy |
3,468
+13
| +0.4% | +$304 | 0.07% | 52 |
|
|
2022
Q4 | $78.5K | Buy |
3,455
+26
| +0.8% | +$591 | 0.07% | 50 |
|
|
2022
Q3 | $78K | Buy |
3,429
+15
| +0.4% | +$341 | 0.09% | 43 |
|
|
2022
Q2 | $82K | Buy |
+3,414
| New | +$82K | 0.1% | 45 |
|