GWM
GDS 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 | $259K | Buy |
11,272
+69
| +0.6% | +$1.59K | 0.02% | 151 |
|
|
2025
Q1 | $258K | Buy |
11,203
+461
| +4% | +$10.6K | 0.02% | 148 |
|
|
2024
Q4 | $247K | Buy |
10,742
+302
| +3% | +$6.94K | 0.02% | 151 |
|
|
2024
Q3 | $245K | Buy |
10,440
+1,538
| +17% | +$36.1K | 0.02% | 151 |
|
|
2024
Q2 | $201K | Buy |
8,902
+21
| +0.2% | +$474 | 0.02% | 136 |
|
|
2024
Q1 | $202K | Sell |
8,881
-427
| -5% | -$9.72K | 0.02% | 134 |
|
|
2023
Q4 | $214K | Sell |
9,308
-559
| -6% | -$12.9K | 0.03% | 124 |
|
|
2023
Q3 | $217K | Buy |
9,867
+187
| +2% | +$4.12K | 0.03% | 114 |
|
|
2023
Q2 | $222K | Sell |
9,680
-129
| -1% | -$2.95K | 0.04% | 115 |
|
|
2023
Q1 | $229K | Buy |
9,809
+226
| +2% | +$5.28K | 0.04% | 106 |
|
|
2022
Q4 | $218K | Sell |
9,583
-119
| -1% | -$2.7K | 0.04% | 110 |
|
|
2022
Q3 | $221K | Buy |
9,702
+102
| +1% | +$2.32K | 0.05% | 100 |
|
|
2022
Q2 | $229K | Buy |
9,600
+573
| +6% | +$13.7K | 0.05% | 99 |
|
|
2022
Q1 | $219K | Buy |
9,027
+345
| +4% | +$8.37K | 0.05% | 98 |
|
|
2021
Q4 | $232K | Buy |
+8,682
| New | +$232K | 0.05% | 99 |
|