LA
Lifeworks Advisors’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 | $22.9M | Buy |
996,931
+56,400
| +6% | +$1.3M | 3.42% | 2 |
|
|
2025
Q1 | $21.6M | Buy |
940,531
+118,715
| +14% | +$2.73M | 3.59% | 2 |
|
|
2024
Q4 | $18.9M | Buy |
821,816
+84,302
| +11% | +$1.94M | 3.41% | 2 |
|
|
2024
Q3 | $17.3M | Buy |
737,514
+185,335
| +34% | +$4.35M | 3.4% | 2 |
|
|
2024
Q2 | $12.5M | Buy |
552,179
+30,254
| +6% | +$683K | 3.47% | 1 |
|
|
2024
Q1 | $11.9M | Buy |
521,925
+125,094
| +32% | +$2.85M | 3.33% | 1 |
|
|
2023
Q4 | $9.14M | Buy |
396,831
+39,581
| +11% | +$912K | 3.15% | 2 |
|
|
2023
Q3 | $7.87M | Buy |
357,250
+55,369
| +18% | +$1.22M | 3.06% | 2 |
|
|
2023
Q2 | $6.91M | Buy |
301,881
+146,544
| +94% | +$3.36M | 2.94% | 2 |
|
|
2023
Q1 | $3.63M | Buy |
155,337
+145,523
| +1,483% | +$3.4M | 1.72% | 11 |
|
|
2022
Q4 | $223K | Hold |
9,814
| – | – | 0.13% | 107 |
|
|
2022
Q3 | $220K | Buy |
+9,814
| New | +$220K | 0.13% | 120 |
|