CPWA
Cerro Pacific Wealth Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
12,301
-74,902
| -86% | -$719K | 0.03% | 158 |
|
|
2025
Q1 | $862K | Sell |
87,203
-600,853
| -87% | -$5.94M | 0.28% | 73 |
|
|
2024
Q4 | $8.13M | Buy |
688,056
+115,581
| +20% | +$1.37M | 2.69% | 8 |
|
|
2024
Q3 | $6.16M | Buy |
572,475
+10,871
| +2% | +$117K | 2.33% | 10 |
|
|
2024
Q2 | $6.04M | Buy |
+561,604
| New | +$6.04M | 2.31% | 10 |
|