EWA
ERTS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Sell |
635,433
-314,038
| -33% | -$7.22M | 5.04% | 9 |
|
|
2025
Q1 | $21.8M | Buy |
949,471
+10,295
| +1% | +$237K | 4.24% | 9 |
|
|
2024
Q4 | $21.6M | Buy |
939,176
+28,366
| +3% | +$652K | 4.07% | 10 |
|
|
2024
Q3 | $21.4M | Buy |
910,810
+19,399
| +2% | +$455K | 4% | 10 |
|
|
2024
Q2 | $20.1M | Buy |
891,411
+49,320
| +6% | +$1.11M | 4.04% | 9 |
|
|
2024
Q1 | $19.2M | Sell |
842,091
-1,204,045
| -59% | -$27.4M | 3.91% | 11 |
|
|
2023
Q4 | $47.1M | Sell |
2,046,136
-73,706
| -3% | -$1.7M | 10.17% | 4 |
|
|
2023
Q3 | $46.7M | Buy |
2,119,842
+93,383
| +5% | +$2.06M | 11.25% | 4 |
|
|
2023
Q2 | $46.4M | Buy |
2,026,459
+170,843
| +9% | +$3.91M | 10.81% | 3 |
|
|
2023
Q1 | $43.4M | Buy |
1,855,616
+734,936
| +66% | +$17.2M | 10.51% | 3 |
|
|
2022
Q4 | $25.5M | Sell |
1,120,680
-237,938
| -18% | -$5.41M | 6.6% | 4 |
|
|
2022
Q3 | $30.9M | Sell |
1,358,618
-556,189
| -29% | -$12.7M | 8.68% | 4 |
|
|
2022
Q2 | $45.8M | Buy |
1,914,807
+531,583
| +38% | +$12.7M | 12.99% | 2 |
|
|
2022
Q1 | $34.5M | Sell |
1,383,224
-776,405
| -36% | -$19.3M | 9.65% | 3 |
|
|
2021
Q4 | $57.6M | Buy |
2,159,629
+111,686
| +5% | +$2.98M | 13.74% | 2 |
|
|
2021
Q3 | $54.3M | Buy |
2,047,943
+543,083
| +36% | +$14.4M | 14.25% | 1 |
|
|
2021
Q2 | $40M | Buy |
1,504,860
+667,177
| +80% | +$17.7M | 10.83% | 3 |
|
|
2021
Q1 | $21.9M | Buy |
837,683
+364,638
| +77% | +$9.55M | 6.5% | 5 |
|
|
2020
Q4 | $12.9M | Sell |
473,045
-41,679
| -8% | -$1.14M | 4.18% | 9 |
|
|
2020
Q3 | $14.4M | Buy |
514,724
+117,753
| +30% | +$3.29M | 5.41% | 6 |
|
|
2020
Q2 | $11.1M | Buy |
396,971
+84,587
| +27% | +$2.37M | 4.49% | 8 |
|
|
2020
Q1 | $8.75M | Buy |
+312,384
| New | +$8.75M | 4.24% | 8 |
|