SWM
SigFig 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 | $1.17M | Buy |
50,946
+957
| +2% | +$21.9K | 0.04% | 95 |
|
|
2025
Q1 | $1.15M | Buy |
49,989
+1,005
| +2% | +$23K | 0.04% | 91 |
|
|
2024
Q4 | $1.1M | Buy |
48,984
+1,340
| +3% | +$30.1K | 0.04% | 89 |
|
|
2024
Q3 | $1.12M | Buy |
47,644
+784
| +2% | +$18.4K | 0.04% | 89 |
|
|
2024
Q2 | $1.06M | Buy |
46,860
+274
| +0.6% | +$6.18K | 0.04% | 91 |
|
|
2024
Q1 | $1.06M | Buy |
46,586
+11,102
| +31% | +$253K | 0.04% | 97 |
|
|
2023
Q4 | $818K | Sell |
35,484
-53,321
| -60% | -$1.23M | 0.03% | 97 |
|
|
2023
Q3 | $1.96M | Sell |
88,805
-167,151
| -65% | -$3.68M | 0.08% | 76 |
|
|
2023
Q2 | $5.85M | Buy |
255,956
+6,103
| +2% | +$140K | 0.23% | 49 |
|
|
2023
Q1 | $5.84M | Buy |
249,853
+45,999
| +23% | +$1.08M | 0.32% | 41 |
|
|
2022
Q4 | $7.56M | Sell |
203,854
-214,440
| -51% | -$7.95M | 0.38% | 31 |
|
|
2022
Q3 | $7.74M | Buy |
418,294
+110,679
| +36% | +$2.05M | 0.41% | 30 |
|
|
2022
Q2 | $7.14M | Buy |
307,615
+25,879
| +9% | +$601K | 0.37% | 32 |
|
|
2022
Q1 | $6.41M | Buy |
281,736
+48,173
| +21% | +$1.1M | 0.31% | 35 |
|
|
2021
Q4 | $6.16M | Buy |
233,563
+37,783
| +19% | +$996K | 0.29% | 35 |
|
|
2021
Q3 | $5.19M | Sell |
195,780
-45,667
| -19% | -$1.21M | 0.26% | 39 |
|
|
2021
Q2 | $6.42M | Buy |
241,447
+55,314
| +30% | +$1.47M | 0.34% | 29 |
|
|
2021
Q1 | $4.88M | Buy |
186,133
+76,857
| +70% | +$2.01M | 0.3% | 31 |
|
|
2020
Q4 | $2.98M | Buy |
109,276
+19,085
| +21% | +$520K | 0.22% | 38 |
|
|
2020
Q3 | $2.53M | Buy |
90,191
+36,073
| +67% | +$1.01M | 0.23% | 34 |
|
|
2020
Q2 | $1.52M | Buy |
54,118
+29,448
| +119% | +$824K | 0.16% | 37 |
|
|
2020
Q1 | $691K | Buy |
+24,670
| New | +$691K | 0.09% | 40 |
|