HWM
Hohimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,807
| Closed | -$223K | – | 186 |
|
|
2022
Q3 | $223K | Sell |
9,807
-6,538
| -40% | -$149K | 0.07% | 160 |
|
|
2022
Q2 | $391K | Sell |
16,345
-774
| -5% | -$18.5K | 0.12% | 152 |
|
|
2022
Q1 | $426K | Buy |
17,119
+7,540
| +79% | +$188K | 0.08% | 153 |
|
|
2021
Q4 | $256K | Buy |
+9,579
| New | +$256K | 0.05% | 177 |
|