CWM
Cahaba 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 | $768K | Buy |
33,427
+295
| +0.9% | +$6.78K | 0.06% | 67 |
|
|
2025
Q1 | $762K | Buy |
33,132
+187
| +0.6% | +$4.3K | 0.06% | 64 |
|
|
2024
Q4 | $757K | Buy |
32,945
+362
| +1% | +$8.32K | 0.06% | 68 |
|
|
2024
Q3 | $764K | Sell |
32,583
-149
| -0.5% | -$3.49K | 0.06% | 69 |
|
|
2024
Q2 | $739K | Buy |
32,732
+663
| +2% | +$15K | 0.07% | 64 |
|
|
2024
Q1 | $730K | Buy |
32,069
+150
| +0.5% | +$3.42K | 0.07% | 66 |
|
|
2023
Q4 | $735K | Buy |
31,919
+313
| +1% | +$7.21K | 0.07% | 62 |
|
|
2023
Q3 | $697K | Buy |
31,606
+143
| +0.5% | +$3.15K | 0.08% | 63 |
|
|
2023
Q2 | $720K | Buy |
31,463
+192
| +0.6% | +$4.4K | 0.08% | 62 |
|
|
2023
Q1 | $731K | Sell |
31,271
-1,692
| -5% | -$39.6K | 0.08% | 58 |
|
|
2022
Q4 | $749K | Buy |
32,963
+72
| +0.2% | +$1.64K | 0.09% | 57 |
|
|
2022
Q3 | $748K | Buy |
32,891
+2,105
| +7% | +$47.9K | 0.1% | 52 |
|
|
2022
Q2 | $735K | Buy |
30,786
+67
| +0.2% | +$1.6K | 0.1% | 54 |
|
|
2022
Q1 | $741K | Buy |
30,719
+3,041
| +11% | +$73.4K | 0.1% | 60 |
|
|
2021
Q4 | $738K | Buy |
27,678
+91
| +0.3% | +$2.43K | 0.1% | 57 |
|
|
2021
Q3 | $731K | Buy |
27,587
+47
| +0.2% | +$1.25K | 0.11% | 56 |
|
|
2021
Q2 | $740K | Sell |
27,540
-1,938
| -7% | -$52.1K | 0.11% | 43 |
|
|
2021
Q1 | $772K | Buy |
29,478
+44
| +0.1% | +$1.15K | 0.12% | 44 |
|
|
2020
Q4 | $797K | Sell |
29,434
-19,181
| -39% | -$519K | 0.13% | 45 |
|
|
2020
Q3 | $1.36M | Buy |
48,615
+56
| +0.1% | +$1.56K | 0.27% | 36 |
|
|
2020
Q2 | $1.37M | Sell |
48,559
-18,127
| -27% | -$511K | 0.28% | 33 |
|
|
2020
Q1 | $1.87M | Sell |
66,686
-4,697
| -7% | -$132K | 0.48% | 23 |
|
|
2019
Q4 | $1.85M | Sell |
71,383
-197
| -0.3% | -$5.11K | 0.41% | 25 |
|
|
2019
Q3 | $1.88M | Buy |
71,580
+1,347
| +2% | +$35.5K | 0.45% | 25 |
|
|
2019
Q2 | $1.81M | Buy |
70,233
+4,722
| +7% | +$122K | 0.45% | 25 |
|
|
2019
Q1 | $1.65M | Buy |
65,511
+166
| +0.3% | +$4.19K | 0.45% | 26 |
|
|
2018
Q4 | $1.61M | Buy |
65,345
+1,845
| +3% | +$45.5K | 0.5% | 28 |
|
|
2018
Q3 | $1.54M | Buy |
63,500
+20,796
| +49% | +$504K | 0.5% | 24 |
|
|
2018
Q2 | $1.05M | Buy |
+42,704
| New | +$1.05M | 0.36% | 29 |
|