EWA
EverSource 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 | $70.4K | Sell |
3,061
-906
| -23% | -$20.8K | ﹤0.01% | 1391 |
|
|
2025
Q1 | $91.2K | Buy |
3,967
+2,013
| +103% | +$46.3K | 0.01% | 942 |
|
|
2024
Q4 | $44.9K | Sell |
1,954
-203
| -9% | -$4.67K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $50.6K | Buy |
2,157
+477
| +28% | +$11.2K | ﹤0.01% | 1066 |
|
|
2024
Q2 | $38.7K | Buy |
1,680
+746
| +80% | +$17.2K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $20.7K | Sell |
934
-1,429
| -60% | -$31.7K | ﹤0.01% | 1343 |
|
|
2023
Q4 | $54.4K | Sell |
2,363
-650
| -22% | -$15K | 0.01% | 865 |
|
|
2023
Q3 | $66.4K | Sell |
3,013
-8,713
| -74% | -$192K | 0.01% | 712 |
|
|
2023
Q2 | $269K | Sell |
11,726
-6,832
| -37% | -$156K | 0.03% | 337 |
|
|
2023
Q1 | $434K | Buy |
18,558
+2,399
| +15% | +$56.1K | 0.05% | 239 |
|
|
2022
Q4 | $367K | Sell |
16,159
-14,431
| -47% | -$328K | 0.06% | 245 |
|
|
2022
Q3 | $697K | Buy |
30,590
+9,158
| +43% | +$209K | 0.16% | 122 |
|
|
2022
Q2 | $512K | Sell |
21,432
-1,255
| -6% | -$30K | 0.13% | 141 |
|
|
2022
Q1 | $565K | Buy |
22,687
+8,042
| +55% | +$200K | 0.14% | 135 |
|
|
2021
Q4 | $390K | Buy |
+14,645
| New | +$390K | 0.11% | 145 |
|