LWA
Lineweaver Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-526,356
| Closed | -$12M | – | 131 |
|
|
2024
Q1 | $12M | Buy |
526,356
+31,023
| +6% | +$706K | 2.85% | 7 |
|
|
2023
Q4 | $11.4M | Buy |
495,333
+1,733
| +0.4% | +$39.9K | 2.96% | 7 |
|
|
2023
Q3 | $10.9M | Buy |
493,600
+4,934
| +1% | +$109K | 3.16% | 8 |
|
|
2023
Q2 | $11.2M | Buy |
488,666
+4,691
| +1% | +$107K | 3.19% | 9 |
|
|
2023
Q1 | $11.3M | Sell |
483,975
-23,529
| -5% | -$550K | 3.48% | 6 |
|
|
2022
Q4 | $11.5M | Sell |
507,504
-1,815
| -0.4% | -$41.2K | 3.49% | 6 |
|
|
2022
Q3 | $11.6M | Buy |
+509,319
| New | +$11.6M | 3.76% | 5 |
|
|
2022
Q2 | – | Sell |
-405,161
| Closed | -$10.1M | – | 140 |
|
|
2022
Q1 | $10.1M | Buy |
405,161
+115,492
| +40% | +$2.88M | 2.88% | 9 |
|
|
2021
Q4 | $7.73M | Sell |
289,669
-395,907
| -58% | -$10.6M | 2.23% | 10 |
|
|
2021
Q3 | $18.2M | Buy |
685,576
+31,653
| +5% | +$840K | 5.55% | 3 |
|
|
2021
Q2 | $17.4M | Buy |
653,923
+67,091
| +11% | +$1.78M | 5.7% | 3 |
|
|
2021
Q1 | $15.4M | Buy |
586,832
+108,027
| +23% | +$2.83M | 5.45% | 4 |
|
|
2020
Q4 | $13M | Buy |
478,805
+5,772
| +1% | +$157K | 5.12% | 5 |
|
|
2020
Q3 | $13.2M | Buy |
473,033
+12,582
| +3% | +$352K | 5.91% | 5 |
|
|
2020
Q2 | $12.9M | Sell |
460,451
-190,151
| -29% | -$5.32M | 6.55% | 5 |
|
|
2020
Q1 | $18.3M | Sell |
650,602
-50,429
| -7% | -$1.42M | 11.47% | 1 |
|
|
2019
Q4 | $18.2M | Buy |
+701,031
| New | +$18.2M | 10.27% | 3 |
|