SWA
Stratos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
133,489
+7,645
| +6% | +$176K | 0.16% | 137 |
|
|
2025
Q1 | $2.89M | Sell |
125,844
-18,876
| -13% | -$434K | 0.16% | 128 |
|
|
2024
Q4 | $3.33M | Buy |
144,720
+5,846
| +4% | +$134K | 0.16% | 143 |
|
|
2024
Q3 | $3.26M | Buy |
138,874
+2,173
| +2% | +$51K | 0.15% | 152 |
|
|
2024
Q2 | $3.09M | Buy |
136,701
+122,651
| +873% | +$2.77M | 0.15% | 147 |
|
|
2024
Q1 | $320K | Sell |
14,050
-1,235
| -8% | -$28.1K | 0.02% | 541 |
|
|
2023
Q4 | $352K | Sell |
15,285
-18,218
| -54% | -$420K | 0.02% | 526 |
|
|
2023
Q3 | $738K | Sell |
33,503
-44,968
| -57% | -$991K | 0.05% | 364 |
|
|
2023
Q2 | $1.8M | Sell |
78,471
-37,913
| -33% | -$868K | 0.13% | 213 |
|
|
2023
Q1 | $2.72M | Buy |
116,384
+73,390
| +171% | +$1.72M | 0.21% | 136 |
|
|
2022
Q4 | $977K | Sell |
42,994
-54,666
| -56% | -$1.24M | 0.08% | 280 |
|
|
2022
Q3 | $2.22M | Sell |
97,660
-27,778
| -22% | -$632K | 0.23% | 124 |
|
|
2022
Q2 | $3M | Sell |
125,438
-196,606
| -61% | -$4.7M | 0.27% | 100 |
|
|
2022
Q1 | $8.02M | Buy |
322,044
+20,779
| +7% | +$518K | 0.65% | 28 |
|
|
2021
Q4 | $8.04M | Buy |
301,265
+4,751
| +2% | +$127K | 0.58% | 32 |
|
|
2021
Q3 | $7.87M | Sell |
296,514
-111,641
| -27% | -$2.96M | 0.67% | 25 |
|
|
2021
Q2 | $10.9M | Buy |
408,155
+135,172
| +50% | +$3.6M | 0.96% | 13 |
|
|
2021
Q1 | $7.15M | Buy |
272,983
+72,109
| +36% | +$1.89M | 0.76% | 17 |
|
|
2020
Q4 | $5.47M | Buy |
200,874
+101,010
| +101% | +$2.75M | 0.75% | 25 |
|
|
2020
Q3 | $2.79M | Buy |
99,864
+39,621
| +66% | +$1.11M | 0.68% | 41 |
|
|
2020
Q2 | $1.69M | Buy |
60,243
+53,450
| +787% | +$1.5M | 0.52% | 55 |
|
|
2020
Q1 | $190K | Sell |
6,793
-8,391
| -55% | -$235K | 0.13% | 143 |
|
|
2019
Q4 | $394K | Buy |
15,184
+18
| +0.1% | +$467 | 0.22% | 99 |
|
|
2019
Q3 | $399K | Sell |
15,166
-3,152
| -17% | -$82.9K | 0.15% | 144 |
|
|
2019
Q2 | $473K | Buy |
18,318
+920
| +5% | +$23.8K | 0.19% | 121 |
|
|
2019
Q1 | $439K | Buy |
+17,398
| New | +$439K | 0.24% | 117 |
|