LWM
Liberty 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 | $1.26M | Sell |
54,808
-2,508
| -4% | -$57.6K | 0.2% | 75 |
|
|
2025
Q1 | $1.31M | Sell |
57,316
-8,789
| -13% | -$202K | 0.25% | 59 |
|
|
2024
Q4 | $1.51M | Sell |
66,105
-10,986
| -14% | -$251K | 0.25% | 63 |
|
|
2024
Q3 | $1.81M | Sell |
77,091
-18,314
| -19% | -$430K | 0.31% | 56 |
|
|
2024
Q2 | $1.73M | Buy |
95,405
+10,284
| +12% | +$186K | 0.32% | 56 |
|
|
2024
Q1 | $1.94M | Sell |
85,121
-20,962
| -20% | -$478K | 0.38% | 52 |
|
|
2023
Q4 | $2.44M | Sell |
106,083
-43,649
| -29% | -$1.01M | 0.52% | 42 |
|
|
2023
Q3 | $3.3M | Sell |
149,732
-118,273
| -44% | -$2.61M | 0.82% | 33 |
|
|
2023
Q2 | $6.14M | Buy |
268,005
+7,986
| +3% | +$183K | 1.52% | 19 |
|
|
2023
Q1 | $6.08M | Buy |
+260,019
| New | +$6.08M | 1.25% | 22 |
|
|
2022
Q3 | $11.6M | Buy |
509,821
+174,655
| +52% | +$3.97M | 3.09% | 9 |
|
|
2022
Q2 | $8M | Sell |
335,166
-49,538
| -13% | -$1.18M | 3.25% | 7 |
|
|
2022
Q1 | $9.58M | Buy |
+384,704
| New | +$9.58M | 3.46% | 6 |
|
|
2021
Q4 | – | Sell |
-234,576
| Closed | -$6.22M | – | 30 |
|
|
2021
Q3 | $6.22M | Sell |
234,576
-57,335
| -20% | -$1.52M | 2.22% | 9 |
|
|
2021
Q2 | $7.76M | Buy |
291,911
+41,731
| +17% | +$1.11M | 3.02% | 6 |
|
|
2021
Q1 | $6.78M | Hold |
250,180
| – | – | 3.31% | 6 |
|
|
2020
Q4 | $6.78M | Buy |
250,180
+33,954
| +16% | +$921K | 3.32% | 6 |
|
|
2020
Q3 | $6.04M | Buy |
216,226
+37,500
| +21% | +$1.05M | 3.56% | 6 |
|
|
2020
Q2 | $5M | Buy |
178,726
+8,499
| +5% | +$238K | 3.52% | 6 |
|
|
2020
Q1 | $4.82M | Buy |
170,227
+16,531
| +11% | +$468K | 4.21% | 3 |
|
|
2019
Q4 | $3.99M | Buy |
153,696
+62,396
| +68% | +$1.62M | 3.14% | 5 |
|
|
2019
Q3 | $2.4M | Buy |
91,300
+19,565
| +27% | +$515K | 2.27% | 7 |
|
|
2019
Q2 | $1.85M | Buy |
71,735
+33,738
| +89% | +$871K | 1.62% | 9 |
|
|
2019
Q1 | $959K | Buy |
37,997
+24,311
| +178% | +$614K | 0.72% | 16 |
|
|
2018
Q4 | $337K | Buy |
+13,686
| New | +$337K | 0.25% | 53 |
|