Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,125
| Closed | -$251K | – | 938 |
|
|
2024
Q2 | $251K | Buy |
11,125
+132
| +1% | +$2.98K | 0.01% | 762 |
|
|
2024
Q1 | $250K | Buy |
10,993
+103
| +0.9% | +$2.35K | 0.01% | 793 |
|
|
2023
Q4 | $251K | Buy |
10,890
+11
| +0.1% | +$253 | 0.01% | 783 |
|
|
2023
Q3 | $240K | Sell |
10,879
-2,135
| -16% | -$47.1K | 0.01% | 754 |
|
|
2023
Q2 | $298K | Hold |
13,014
| – | – | 0.02% | 714 |
|
|
2023
Q1 | $304K | Buy |
13,014
+2,319
| +22% | +$54.2K | 0.02% | 701 |
|
|
2022
Q4 | $243K | Buy |
+10,695
| New | +$243K | 0.02% | 745 |
|