HGWM
Horst & Graben 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 | $1.97M | Buy |
85,602
+553
| +0.7% | +$12.7K | 0.33% | 50 |
|
|
2025
Q1 | $1.95M | Buy |
85,049
+665
| +0.8% | +$15.3K | 0.35% | 44 |
|
|
2024
Q4 | $1.94M | Buy |
84,384
+3,033
| +4% | +$69.7K | 0.35% | 42 |
|
|
2024
Q3 | $1.91M | Buy |
81,351
+466
| +0.6% | +$10.9K | 0.34% | 42 |
|
|
2024
Q2 | $1.83M | Buy |
80,885
+6,192
| +8% | +$140K | 0.35% | 39 |
|
|
2024
Q1 | $1.7M | Sell |
74,693
-22,514
| -23% | -$513K | 0.35% | 40 |
|
|
2023
Q4 | $2.24M | Sell |
97,207
-155,394
| -62% | -$3.58M | 0.49% | 34 |
|
|
2023
Q3 | $5.57M | Sell |
252,601
-583,328
| -70% | -$12.9M | 1.37% | 17 |
|
|
2023
Q2 | $19.1M | Buy |
835,929
+47,517
| +6% | +$1.09M | 4.57% | 7 |
|
|
2023
Q1 | $18.4M | Sell |
788,412
-153,747
| -16% | -$3.59M | 4.57% | 7 |
|
|
2022
Q4 | $21.4M | Sell |
942,159
-594,565
| -39% | -$13.5M | 5.6% | 5 |
|
|
2022
Q3 | $35M | Buy |
1,536,724
+473,862
| +45% | +$10.8M | 9.92% | 2 |
|
|
2022
Q2 | $25.4M | Sell |
1,062,862
-155,942
| -13% | -$3.73M | 6.9% | 3 |
|
|
2022
Q1 | $30.4M | Buy |
1,218,804
+458,620
| +60% | +$11.4M | 7.42% | 3 |
|
|
2021
Q4 | $20.3M | Buy |
760,184
+82,031
| +12% | +$2.19M | 5.07% | 5 |
|
|
2021
Q3 | $18M | Sell |
678,153
-296,793
| -30% | -$7.87M | 4.96% | 5 |
|
|
2021
Q2 | $25.9M | Buy |
974,946
+189,436
| +24% | +$5.04M | 7.24% | 2 |
|
|
2021
Q1 | $20.6M | Buy |
785,510
+323,841
| +70% | +$8.48M | 6.48% | 4 |
|
|
2020
Q4 | $12.6M | Buy |
461,669
+45,419
| +11% | +$1.24M | 4.34% | 7 |
|
|
2020
Q3 | $11.6M | Buy |
416,250
+95,483
| +30% | +$2.67M | 4.52% | 6 |
|
|
2020
Q2 | $8.98M | Sell |
320,767
-8,800
| -3% | -$246K | 3.94% | 6 |
|
|
2020
Q1 | $9.23M | Buy |
+329,567
| New | +$9.23M | 4.86% | 6 |
|