QWP
Quotient Wealth Partners’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 | $510K | Sell |
22,203
-887
| -4% | -$20.4K | 0.02% | 188 |
|
|
2025
Q1 | $531K | Sell |
23,090
-434
| -2% | -$9.98K | 0.02% | 170 |
|
|
2024
Q4 | $541K | Buy |
23,524
+343
| +1% | +$7.88K | 0.02% | 158 |
|
|
2024
Q3 | $544K | Sell |
23,181
-33,590
| -59% | -$788K | 0.02% | 166 |
|
|
2024
Q2 | $1.28M | Sell |
56,771
-64,330
| -53% | -$1.45M | 0.04% | 86 |
|
|
2024
Q1 | $2.76M | Sell |
121,101
-783,319
| -87% | -$17.8M | 0.1% | 63 |
|
|
2023
Q4 | $20.8M | Buy |
+904,420
| New | +$20.8M | 0.81% | 25 |
|