DWM
Drive 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 | $8.7M | Buy |
378,760
+13,661
| +4% | +$314K | 1.91% | 10 |
|
|
2025
Q1 | $8.39M | Buy |
365,099
+25,008
| +7% | +$575K | 1.97% | 14 |
|
|
2024
Q4 | $7.82M | Buy |
340,091
+26,291
| +8% | +$604K | 1.92% | 12 |
|
|
2024
Q3 | $7.36M | Buy |
313,800
+59,552
| +23% | +$1.4M | 1.92% | 13 |
|
|
2024
Q2 | $5.74M | Buy |
254,248
+20,959
| +9% | +$473K | 1.55% | 13 |
|
|
2024
Q1 | $5.31M | Buy |
233,289
+64,094
| +38% | +$1.46M | 1.49% | 14 |
|
|
2023
Q4 | $3.9M | Buy |
169,195
+55,119
| +48% | +$1.27M | 1.26% | 17 |
|
|
2023
Q3 | $2.51M | Buy |
114,076
+38,089
| +50% | +$839K | 0.92% | 21 |
|
|
2023
Q2 | $1.74M | Buy |
75,987
+56,631
| +293% | +$1.3M | 0.65% | 31 |
|
|
2023
Q1 | $453K | Buy |
+19,356
| New | +$453K | 0.19% | 131 |
|