EWM
Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-274
| Closed | -$7K | – | 244 |
|
|
2021
Q4 | $7K | Hold |
274
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $7K | Hold |
274
| – | – | ﹤0.01% | 325 |
|
|
2021
Q2 | $7K | Hold |
274
| – | – | ﹤0.01% | 324 |
|
|
2021
Q1 | $7K | Hold |
274
| – | – | ﹤0.01% | 314 |
|
|
2020
Q4 | $8K | Sell |
274
-28,789
| -99% | -$841K | ﹤0.01% | 279 |
|
|
2020
Q3 | $812K | Sell |
29,063
-10,532
| -27% | -$294K | 0.19% | 60 |
|
|
2020
Q2 | $1.11M | Sell |
39,595
-62
| -0.2% | -$1.74K | 0.21% | 64 |
|
|
2020
Q1 | $1.12M | Buy |
39,657
+27,704
| +232% | +$779K | 0.24% | 57 |
|
|
2019
Q4 | $310K | Buy |
+11,953
| New | +$310K | 0.06% | 122 |
|