RSWM
Robertson Stephens 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 | $9.2M | Buy |
400,268
+103,143
| +35% | +$2.37M | 0.29% | 65 |
|
|
2025
Q1 | $6.83M | Buy |
+297,125
| New | +$6.83M | 0.23% | 80 |
|
|
2023
Q4 | – | Sell |
-12,501
| Closed | -$276K | – | 455 |
|
|
2023
Q3 | $276K | Sell |
12,501
-15,284
| -55% | -$337K | 0.02% | 390 |
|
|
2023
Q2 | $636K | Sell |
27,785
-45,653
| -62% | -$1.05M | 0.05% | 247 |
|
|
2023
Q1 | $1.72M | Buy |
73,438
+61,990
| +541% | +$1.45M | 0.13% | 141 |
|
|
2022
Q4 | $260K | Sell |
11,448
-87,484
| -88% | -$1.99M | 0.03% | 352 |
|
|
2022
Q3 | $2.25M | Buy |
98,932
+23,216
| +31% | +$528K | 0.23% | 85 |
|
|
2022
Q2 | $1.81M | Buy |
75,716
+637
| +0.8% | +$15.2K | 0.17% | 105 |
|
|
2022
Q1 | $1.87M | Sell |
75,079
-53,756
| -42% | -$1.34M | 0.16% | 115 |
|
|
2021
Q4 | $3.44M | Sell |
128,835
-29,950
| -19% | -$799K | 0.29% | 79 |
|
|
2021
Q3 | $4.21M | Buy |
158,785
+3,838
| +2% | +$102K | 0.48% | 43 |
|
|
2021
Q2 | $4.12M | Buy |
154,947
+63,175
| +69% | +$1.68M | 0.49% | 41 |
|
|
2021
Q1 | $2.4M | Buy |
91,772
+31,962
| +53% | +$837K | 0.38% | 52 |
|
|
2020
Q4 | $1.63M | Sell |
59,810
-25,280
| -30% | -$689K | 0.34% | 59 |
|
|
2020
Q3 | $2.38M | Buy |
85,090
+417
| +0.5% | +$11.7K | 0.58% | 38 |
|
|
2020
Q2 | $2.37M | Buy |
84,673
+32,752
| +63% | +$917K | 0.68% | 35 |
|
|
2020
Q1 | $1.45M | Buy |
+51,921
| New | +$1.45M | 0.5% | 48 |
|