EWM
EPG 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 | – | Sell |
-1,731
| Closed | -$39.8K | – | 366 |
|
|
2025
Q1 | $39.8K | Sell |
1,731
-149
| -8% | -$3.43K | 0.01% | 297 |
|
|
2024
Q4 | $43.2K | Buy |
1,880
+12
| +0.6% | +$276 | 0.01% | 306 |
|
|
2024
Q3 | $43.8K | Buy |
+1,868
| New | +$43.8K | 0.01% | 306 |
|
|
2024
Q2 | – | Sell |
-1,852
| Closed | -$42.2K | – | 329 |
|
|
2024
Q1 | $42.2K | Sell |
1,852
-342
| -16% | -$7.79K | 0.01% | 326 |
|
|
2023
Q4 | $49.4K | Buy |
2,194
+1,254
| +133% | +$28.2K | 0.01% | 307 |
|
|
2023
Q3 | $20.7K | Sell |
940
-58
| -6% | -$1.28K | 0.01% | 339 |
|
|
2023
Q2 | $22.9K | Sell |
998
-708
| -42% | -$16.2K | 0.01% | 326 |
|
|
2023
Q1 | $39.9K | Buy |
1,706
+1,589
| +1,358% | +$37.2K | 0.01% | 303 |
|
|
2022
Q4 | $2.66K | Hold |
117
| – | – | ﹤0.01% | 361 |
|
|
2022
Q3 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-117
| Closed | -$3K | – | 280 |
|
|
2022
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 379 |
|
|
2021
Q4 | $3K | Hold |
117
| – | – | ﹤0.01% | 383 |
|
|
2021
Q3 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 359 |
|
|
2020
Q2 | – | Sell |
-479
| Closed | -$13K | – | 383 |
|
|
2020
Q1 | $13K | Buy |
479
+49
| +11% | +$1.33K | 0.01% | 456 |
|
|
2019
Q4 | $11K | Buy |
+430
| New | +$11K | 0.01% | 420 |
|