SWA
Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,581
| Closed | -$240K | – | 79 |
|
|
2022
Q4 | $240K | Buy |
+10,581
| New | +$240K | 0.06% | 68 |
|
|
2022
Q2 | $2.47M | Sell |
103,215
-38,247
| -27% | -$914K | 0.71% | 21 |
|
|
2022
Q1 | $3.52M | Sell |
141,462
-94,051
| -40% | -$2.34M | 0.94% | 19 |
|
|
2021
Q4 | $6.28M | Buy |
+235,513
| New | +$6.28M | 1.76% | 14 |
|