PWA
Phoenix 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
369,314
+19,624
| +6% | +$451K | 3.55% | 6 |
|
|
2025
Q1 | $8.04M | Buy |
349,690
+168,126
| +93% | +$3.86M | 3.5% | 5 |
|
|
2024
Q4 | $4.17M | Sell |
181,564
-19,295
| -10% | -$443K | 1.81% | 13 |
|
|
2024
Q3 | $4.71M | Buy |
200,859
+18,904
| +10% | +$443K | 2.19% | 8 |
|
|
2024
Q2 | $4.11M | Buy |
181,955
+87,337
| +92% | +$1.97M | 2.06% | 9 |
|
|
2024
Q1 | $2.15M | Buy |
+94,618
| New | +$2.15M | 1.31% | 30 |
|
|
2021
Q3 | – | Sell |
-545
| Closed | -$15K | – | 378 |
|
|
2021
Q2 | $15K | Hold |
545
| – | – | 0.01% | 273 |
|
|
2021
Q1 | $14K | Hold |
545
| – | – | 0.01% | 278 |
|
|
2020
Q4 | $15K | Buy |
+545
| New | +$15K | 0.01% | 274 |
|