EWM
Evercore 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 |
-13,031
| Closed | -$300K | – | 414 |
|
|
2025
Q1 | $300K | Hold |
13,031
| – | – | ﹤0.01% | 336 |
|
|
2024
Q4 | $299K | Hold |
13,031
| – | – | ﹤0.01% | 343 |
|
|
2024
Q3 | $306K | Buy |
13,031
+3,721
| +40% | +$87.3K | ﹤0.01% | 338 |
|
|
2024
Q2 | $210K | Buy |
+9,310
| New | +$210K | ﹤0.01% | 390 |
|
|
2018
Q1 | – | Sell |
-5,604
| Closed | -$141K | – | 519 |
|
|
2017
Q4 | $141K | Hold |
5,604
| – | – | 0.01% | 409 |
|
|
2017
Q3 | $141K | Sell |
5,604
-3,700
| -40% | -$93.1K | 0.01% | 407 |
|
|
2017
Q2 | $235K | Buy |
9,304
+3,842
| +70% | +$97K | 0.01% | 340 |
|
|
2017
Q1 | $137K | Sell |
5,462
-11,102
| -67% | -$278K | 0.01% | 424 |
|
|
2016
Q4 | $413K | Buy |
16,564
+10,006
| +153% | +$249K | 0.02% | 268 |
|
|
2016
Q3 | $171K | Hold |
6,558
| – | – | 0.01% | 402 |
|
|
2016
Q2 | $172K | Buy |
6,558
+4,796
| +272% | +$126K | 0.01% | 383 |
|
|
2016
Q1 | $45K | Buy |
+1,762
| New | +$45K | ﹤0.01% | 587 |
|