DWM
Diversify 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 | $7.98M | Buy |
348,917
+32,898
| +10% | +$753K | 0.49% | 40 |
|
|
2025
Q1 | $7.29M | Buy |
316,019
+60,383
| +24% | +$1.39M | 0.54% | 36 |
|
|
2024
Q4 | $5.69M | Buy |
255,636
+72,145
| +39% | +$1.61M | 0.44% | 55 |
|
|
2024
Q3 | $4.19M | Buy |
183,491
+43,927
| +31% | +$1M | 0.4% | 62 |
|
|
2024
Q2 | $3.26M | Buy |
+139,564
| New | +$3.26M | 0.41% | 59 |
|