Carson Wealth (CWM LLC)’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 | $31.6M | Buy |
1,376,228
+156,309
| +13% | +$3.59M | 0.11% | 163 |
|
|
2025
Q1 | $28M | Sell |
1,219,919
-304,617
| -20% | -$7M | 0.11% | 173 |
|
|
2024
Q4 | $35M | Sell |
1,524,536
-105,128
| -6% | -$2.42M | 0.15% | 130 |
|
|
2024
Q3 | $38.2M | Sell |
1,629,664
-44,653
| -3% | -$1.05M | 0.16% | 120 |
|
|
2024
Q2 | $37.8M | Sell |
1,674,317
-107,412
| -6% | -$2.42M | 0.18% | 118 |
|
|
2024
Q1 | $40.6M | Sell |
1,781,729
-660,784
| -27% | -$15M | 0.2% | 101 |
|
|
2023
Q4 | $56.3M | Sell |
2,442,513
-1,349,553
| -36% | -$31.1M | 0.3% | 60 |
|
|
2023
Q3 | $83.6M | Sell |
3,792,066
-7,948,295
| -68% | -$175M | 0.51% | 38 |
|
|
2023
Q2 | $269M | Sell |
11,740,361
-392,525
| -3% | -$8.99M | 1.66% | 9 |
|
|
2023
Q1 | $284M | Sell |
12,132,886
-1,649,748
| -12% | -$38.6M | 1.92% | 5 |
|
|
2022
Q4 | $313M | Sell |
13,782,634
-13,108,262
| -49% | -$298M | 2.31% | 4 |
|
|
2022
Q3 | $612M | Buy |
26,890,896
+3,961,893
| +17% | +$90.2M | 4.86% | 4 |
|
|
2022
Q2 | $548M | Sell |
22,929,003
-1,067,462
| -4% | -$25.5M | 4.25% | 4 |
|
|
2022
Q1 | $598M | Buy |
23,996,465
+2,771,898
| +13% | +$69M | 4.24% | 4 |
|
|
2021
Q4 | $566M | Buy |
+21,224,567
| New | +$566M | 3.99% | 3 |
|
|
2021
Q2 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2021
Q1 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2020
Q4 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2020
Q3 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2020
Q2 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2020
Q1 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2019
Q4 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2019
Q3 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2019
Q2 | $572M | Hold |
21,517,339
| – | – | 4.56% | 3 |
|
|
2019
Q1 | $572M | Buy |
21,517,339
+20,416,086
| +1,854% | +$543M | 4.56% | 3 |
|
|
2018
Q4 | $27.1M | Buy |
1,101,253
+297,217
| +37% | +$7.33M | 0.68% | 30 |
|
|
2018
Q3 | $19.6M | Sell |
804,036
-483,787
| -38% | -$11.8M | 0.5% | 53 |
|
|
2018
Q2 | $31.7M | Buy |
1,287,823
+281,540
| +28% | +$6.93M | 1.04% | 16 |
|
|
2018
Q1 | $24.8M | Sell |
1,006,283
-558,300
| -36% | -$13.8M | 0.99% | 31 |
|
|
2017
Q4 | $39.2M | Buy |
1,564,583
+685,693
| +78% | +$17.2M | 1.74% | 9 |
|
|
2017
Q3 | $22.2M | Buy |
878,890
+380,023
| +76% | +$9.59M | 1.05% | 29 |
|
|
2017
Q2 | $12.6M | Buy |
498,867
+157,178
| +46% | +$3.97M | 0.65% | 43 |
|
|
2017
Q1 | $8.56M | Buy |
341,689
+40,690
| +14% | +$1.02M | 0.48% | 49 |
|
|
2016
Q4 | $7.5M | Buy |
300,999
+102,442
| +52% | +$2.55M | 0.46% | 60 |
|
|
2016
Q3 | $5.18M | Buy |
198,557
+30,316
| +18% | +$791K | 0.36% | 82 |
|
|
2016
Q2 | $4.42M | Sell |
168,241
-10,968
| -6% | -$288K | 0.32% | 95 |
|
|
2016
Q1 | $4.62M | Buy |
179,209
+155,046
| +642% | +$4M | 0.41% | 81 |
|
|
2015
Q4 | $606K | Buy |
+24,163
| New | +$606K | 0.06% | 169 |
|