SWA
Strategies Wealth Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.52M | Buy |
887,200
+41,778
| +5% | +$401K | 0.93% | 15 |
|
|
2025
Q1 | $8.68M | Buy |
845,422
+50,118
| +6% | +$515K | 1.06% | 13 |
|
|
2024
Q4 | $7.98M | Buy |
795,304
+216,736
| +37% | +$2.17M | 0.99% | 15 |
|
|
2024
Q3 | $6.83M | Sell |
578,568
-9,868
| -2% | -$117K | 0.91% | 16 |
|
|
2024
Q2 | $6.33M | Buy |
+588,436
| New | +$6.33M | 0.92% | 16 |
|