CWA
Clearview 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 | – | Sell |
-14,358
| Closed | -$331K | – | 117 |
|
|
2023
Q4 | $331K | Sell |
14,358
-11,622
| -45% | -$268K | 0.39% | 86 |
|
|
2023
Q3 | $573K | Sell |
25,980
-20,753
| -44% | -$457K | 0.71% | 53 |
|
|
2023
Q2 | $1.07M | Buy |
46,733
+9,639
| +26% | +$221K | 1.09% | 20 |
|
|
2023
Q1 | $867K | Sell |
37,094
-111,367
| -75% | -$2.6M | 0.88% | 25 |
|
|
2022
Q4 | $3.37M | Sell |
148,461
-197,116
| -57% | -$4.48M | 2.61% | 6 |
|
|
2022
Q3 | $7.87M | Buy |
345,577
+41,202
| +14% | +$938K | 6.23% | 4 |
|
|
2022
Q2 | $7.28M | Sell |
304,375
-56,838
| -16% | -$1.36M | 5.45% | 4 |
|
|
2022
Q1 | $9M | Buy |
361,213
+75,295
| +26% | +$1.88M | 5.91% | 3 |
|
|
2021
Q4 | $7.63M | Sell |
285,918
-1,856
| -0.6% | -$49.5K | 4.65% | 3 |
|
|
2021
Q3 | $7.64M | Sell |
287,774
-169,578
| -37% | -$4.5M | 4.84% | 3 |
|
|
2021
Q2 | $12.2M | Buy |
457,352
+20,535
| +5% | +$546K | 7.51% | 1 |
|
|
2021
Q1 | $11.4M | Buy |
436,817
+127,926
| +41% | +$3.35M | 7.42% | 1 |
|
|
2020
Q4 | $8.41M | Buy |
+308,891
| New | +$8.41M | 5.65% | 3 |
|