OAM
Occidental Asset 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 | $322K | Sell |
14,019
-572,231
| -98% | -$13.1M | 0.04% | 191 |
|
|
2025
Q1 | $13.5M | Buy |
586,250
+4,615
| +0.8% | +$106K | 2.03% | 12 |
|
|
2024
Q4 | $13.4M | Buy |
581,635
+17,514
| +3% | +$402K | 2.09% | 12 |
|
|
2024
Q3 | $13.2M | Buy |
564,121
+35,244
| +7% | +$826K | 2.13% | 12 |
|
|
2024
Q2 | $11.9M | Buy |
528,877
+26,886
| +5% | +$607K | 2.09% | 13 |
|
|
2024
Q1 | $11.4M | Buy |
501,991
+14,824
| +3% | +$338K | 2.14% | 13 |
|
|
2023
Q4 | $11.2M | Buy |
487,167
+22,351
| +5% | +$515K | 2.33% | 10 |
|
|
2023
Q3 | $10.2M | Buy |
464,816
+53,090
| +13% | +$1.17M | 2.37% | 11 |
|
|
2023
Q2 | $9.43M | Buy |
411,726
+67,183
| +19% | +$1.54M | 2.14% | 12 |
|
|
2023
Q1 | $8.06M | Buy |
+344,543
| New | +$8.06M | 2.01% | 11 |
|