IWC
Integrated Wealth Concepts’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 | $12.9M | Sell |
560,725
-16,472
| -3% | -$379K | 0.13% | 149 |
|
|
2025
Q1 | $13.3M | Sell |
577,197
-89,973
| -13% | -$2.07M | 0.15% | 139 |
|
|
2024
Q4 | $15.3M | Buy |
667,170
+7,229
| +1% | +$166K | 0.18% | 125 |
|
|
2024
Q3 | $15.5M | Sell |
659,941
-20,873
| -3% | -$489K | 0.19% | 119 |
|
|
2024
Q2 | $15.4M | Buy |
680,814
+7,569
| +1% | +$171K | 0.21% | 110 |
|
|
2024
Q1 | $15.3M | Buy |
673,245
+607,399
| +922% | +$13.8M | 0.22% | 110 |
|
|
2023
Q4 | $1.52M | Buy |
65,846
+2,061
| +3% | +$47.5K | 0.02% | 576 |
|
|
2023
Q3 | $1.41M | Sell |
63,785
-134,562
| -68% | -$2.97M | 0.02% | 565 |
|
|
2023
Q2 | $4.54M | Buy |
198,347
+169
| +0.1% | +$3.87K | 0.08% | 248 |
|
|
2023
Q1 | $4.63M | Buy |
198,178
+117,438
| +145% | +$2.75M | 0.1% | 209 |
|
|
2022
Q4 | $1.83M | Sell |
80,740
-174,755
| -68% | -$3.97M | 0.05% | 339 |
|
|
2022
Q3 | $5.82M | Buy |
255,495
+102,127
| +67% | +$2.32M | 0.19% | 114 |
|
|
2022
Q2 | $3.67M | Sell |
153,368
-40,196
| -21% | -$961K | 0.11% | 175 |
|
|
2022
Q1 | $4.82M | Buy |
193,564
+31,379
| +19% | +$782K | 0.15% | 134 |
|
|
2021
Q4 | $4.33M | Sell |
162,185
-118,329
| -42% | -$3.16M | 0.13% | 143 |
|
|
2021
Q3 | $7.44M | Sell |
280,514
-9,507
| -3% | -$252K | 0.24% | 86 |
|
|
2021
Q2 | $7.72M | Buy |
290,021
+17,751
| +7% | +$472K | 0.27% | 78 |
|
|
2021
Q1 | $7.13M | Buy |
272,270
+15,255
| +6% | +$400K | 0.29% | 75 |
|
|
2020
Q4 | $7M | Buy |
257,015
+29,521
| +13% | +$804K | 0.33% | 67 |
|
|
2020
Q3 | $6.36M | Sell |
227,494
-46,126
| -17% | -$1.29M | 0.39% | 57 |
|
|
2020
Q2 | $7.66M | Buy |
273,620
+37,049
| +16% | +$1.04M | 0.55% | 47 |
|
|
2020
Q1 | $6.63M | Buy |
236,571
+75,049
| +46% | +$2.1M | 0.61% | 45 |
|
|
2019
Q4 | $4.19M | Buy |
161,522
+77,910
| +93% | +$2.02M | 0.35% | 62 |
|
|
2019
Q3 | $2.2M | Buy |
83,612
+5,458
| +7% | +$144K | 0.25% | 75 |
|
|
2019
Q2 | $2.02M | Buy |
78,154
+41,076
| +111% | +$1.06M | 0.26% | 78 |
|
|
2019
Q1 | $936K | Buy |
37,078
+28,458
| +330% | +$718K | 0.16% | 114 |
|
|
2018
Q4 | $212K | Buy |
+8,620
| New | +$212K | 0.06% | 244 |
|