MWM
Maripau 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 | $605K | Buy |
26,354
+1,233
| +5% | +$28.3K | 0.31% | 76 |
|
|
2025
Q1 | $577K | Sell |
25,121
-2,440
| -9% | -$56.1K | 0.33% | 69 |
|
|
2024
Q4 | $633K | Sell |
27,561
-3,033
| -10% | -$69.7K | 0.38% | 61 |
|
|
2024
Q3 | $717K | Sell |
30,594
-2,108
| -6% | -$49.4K | 0.62% | 38 |
|
|
2024
Q2 | $738K | Buy |
32,702
+47
| +0.1% | +$1.06K | 0.5% | 47 |
|
|
2024
Q1 | $744K | Buy |
32,655
+7,544
| +30% | +$172K | 0.56% | 44 |
|
|
2023
Q4 | $579K | Sell |
25,111
-13,259
| -35% | -$305K | 0.5% | 45 |
|
|
2023
Q3 | $846K | Sell |
38,370
-55,708
| -59% | -$1.23M | 0.78% | 31 |
|
|
2023
Q2 | $2.15M | Buy |
94,078
+61,155
| +186% | +$1.4M | 1.92% | 15 |
|
|
2023
Q1 | $770K | Buy |
32,923
+78
| +0.2% | +$1.82K | 0.8% | 27 |
|
|
2022
Q4 | $769K | Sell |
32,845
-57,494
| -64% | -$1.35M | 0.8% | 32 |
|
|
2022
Q3 | $2.03M | Sell |
90,339
-82,616
| -48% | -$1.85M | 2.18% | 12 |
|
|
2022
Q2 | $4.21M | Buy |
172,955
+23,563
| +16% | +$574K | 4.56% | 5 |
|
|
2022
Q1 | $3.6M | Buy |
149,392
+24,521
| +20% | +$591K | 3.25% | 6 |
|
|
2021
Q4 | $3.18M | Buy |
+124,871
| New | +$3.18M | 3.01% | 10 |
|