MPW
MA Private Wealth’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 | $2.27M | Buy |
98,629
+4,088
| +4% | +$93.9K | 0.41% | 34 |
|
|
2025
Q1 | $2.17M | Sell |
94,541
-1,093
| -1% | -$25.1K | 0.41% | 30 |
|
|
2024
Q4 | $2.2M | Sell |
95,634
-3,612
| -4% | -$83K | 0.41% | 27 |
|
|
2024
Q3 | $2.33M | Sell |
99,246
-16,626
| -14% | -$390K | 0.44% | 27 |
|
|
2024
Q2 | $2.62M | Buy |
115,872
+68,337
| +144% | +$1.54M | 0.52% | 26 |
|
|
2024
Q1 | $1.08M | Sell |
47,535
-5,712
| -11% | -$130K | 0.22% | 41 |
|
|
2023
Q4 | $1.23M | Sell |
53,247
-24,449
| -31% | -$563K | 0.26% | 40 |
|
|
2023
Q3 | $1.71M | Sell |
77,696
-53,156
| -41% | -$1.17M | 0.4% | 31 |
|
|
2023
Q2 | $3M | Sell |
130,852
-1,989
| -1% | -$45.5K | 0.69% | 25 |
|
|
2023
Q1 | $3.11M | Sell |
132,841
-296,603
| -69% | -$6.93M | 0.75% | 25 |
|
|
2022
Q4 | $9.76M | Sell |
429,444
-507,761
| -54% | -$11.5M | 2.35% | 11 |
|
|
2022
Q3 | $20.8M | Sell |
937,205
-4,783
| -0.5% | -$106K | 5.17% | 5 |
|
|
2022
Q2 | $22.6M | Sell |
941,988
-287,722
| -23% | -$6.9M | 5.5% | 5 |
|
|
2022
Q1 | $30.6M | Buy |
1,229,710
+27,895
| +2% | +$695K | 5.59% | 5 |
|
|
2021
Q4 | $32.1M | Buy |
1,201,815
+30,628
| +3% | +$817K | 5.76% | 5 |
|
|
2021
Q3 | $31.1M | Sell |
1,171,187
-278,800
| -19% | -$7.4M | 6.1% | 5 |
|
|
2021
Q2 | $38.6M | Sell |
1,449,987
-31,249
| -2% | -$831K | 7.67% | 2 |
|
|
2021
Q1 | $38.8M | Buy |
1,481,236
+10,144
| +0.7% | +$266K | 8.09% | 2 |
|
|
2020
Q4 | $40.1M | Sell |
1,471,092
-38,758
| -3% | -$1.06M | 9.16% | 2 |
|
|
2020
Q3 | $42.2M | Buy |
1,509,850
+4,078
| +0.3% | +$114K | 9.95% | 2 |
|
|
2020
Q2 | $42.1M | Sell |
1,505,772
-27,740
| -2% | -$776K | 10.54% | 2 |
|
|
2020
Q1 | $43M | Sell |
1,533,512
-8,612
| -0.6% | -$241K | 12.62% | 2 |
|
|
2019
Q4 | $40M | Buy |
1,542,124
+79,250
| +5% | +$2.06M | 12.28% | 2 |
|
|
2019
Q3 | $38.5M | Buy |
1,462,874
+744,074
| +104% | +$19.6M | 10.82% | 2 |
|
|
2019
Q2 | $18.6M | Buy |
718,800
+531,243
| +283% | +$13.7M | 5.41% | 6 |
|
|
2019
Q1 | $4.73M | Buy |
187,557
+178,485
| +1,967% | +$4.51M | 1.5% | 17 |
|
|
2018
Q4 | $224K | Buy |
+9,072
| New | +$224K | 0.09% | 90 |
|