FMWA
Forvis Mazars 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 | $980K | Sell |
42,638
-11,392
| -21% | -$262K | 0.02% | 208 |
|
|
2025
Q1 | $1.24M | Sell |
54,030
-1,610
| -3% | -$37K | 0.03% | 189 |
|
|
2024
Q4 | $1.28M | Buy |
55,640
+29
| +0.1% | +$666 | 0.03% | 197 |
|
|
2024
Q3 | $1.3M | Buy |
55,611
+33,000
| +146% | +$774K | 0.03% | 197 |
|
|
2024
Q2 | $510K | Hold |
22,611
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $515K | Sell |
22,611
-840
| -4% | -$19.1K | 0.01% | 288 |
|
|
2023
Q4 | $540K | Buy |
+23,451
| New | +$540K | 0.02% | 266 |
|
|
2023
Q3 | – | Sell |
-46,547
| Closed | -$1.07M | – | 395 |
|
|
2023
Q2 | $1.07M | Sell |
46,547
-1,495
| -3% | -$34.2K | 0.03% | 211 |
|
|
2023
Q1 | $1.12M | Buy |
48,042
+31,919
| +198% | +$746K | 0.04% | 191 |
|
|
2022
Q4 | $366K | Sell |
16,123
-2,575
| -14% | -$58.5K | 0.01% | 298 |
|
|
2022
Q3 | $425K | Sell |
18,698
-17,153
| -48% | -$390K | 0.02% | 273 |
|
|
2022
Q2 | $857K | Sell |
35,851
-9,703
| -21% | -$232K | 0.03% | 198 |
|
|
2022
Q1 | $1.14M | Sell |
45,554
-1,896
| -4% | -$47.2K | 0.05% | 139 |
|
|
2021
Q4 | $1.27M | Sell |
47,450
-536
| -1% | -$14.3K | 0.05% | 128 |
|
|
2021
Q3 | $1.27M | Sell |
47,986
-18,222
| -28% | -$483K | 0.06% | 123 |
|
|
2021
Q2 | $1.76M | Sell |
66,208
-25,537
| -28% | -$679K | 0.08% | 103 |
|
|
2021
Q1 | $2.4M | Sell |
91,745
-69,134
| -43% | -$1.81M | 0.12% | 83 |
|
|
2020
Q4 | $4.38M | Sell |
160,879
-44,931
| -22% | -$1.22M | 0.22% | 54 |
|
|
2020
Q3 | $5.75M | Sell |
205,810
-49,985
| -20% | -$1.4M | 0.34% | 38 |
|
|
2020
Q2 | $7.16M | Sell |
255,795
-840,414
| -77% | -$23.5M | 0.46% | 27 |
|
|
2020
Q1 | $30.7M | Sell |
1,096,209
-617,783
| -36% | -$17.3M | 2.52% | 6 |
|
|
2019
Q4 | $44.5M | Buy |
1,713,992
+47,146
| +3% | +$1.22M | 3.2% | 4 |
|
|
2019
Q3 | $43.9M | Buy |
1,666,846
+38,577
| +2% | +$1.02M | 3.51% | 4 |
|
|
2019
Q2 | $42M | Buy |
1,628,269
+397,268
| +32% | +$10.3M | 3.41% | 5 |
|
|
2019
Q1 | $31.1M | Buy |
1,231,001
+1,199,475
| +3,805% | +$30.3M | 2.58% | 7 |
|
|
2018
Q4 | $777K | Buy |
31,526
+13,626
| +76% | +$336K | 0.08% | 106 |
|
|
2018
Q3 | $436K | Buy |
+17,900
| New | +$436K | 0.04% | 163 |
|