SWG
Summit Wealth Group’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 | $1.66M | Sell |
72,418
-1,191
| -2% | -$27.4K | 0.43% | 39 |
|
|
2025
Q1 | $1.69M | Buy |
73,609
+2,686
| +4% | +$61.7K | 0.49% | 34 |
|
|
2024
Q4 | $1.63M | Buy |
70,923
+28,614
| +68% | +$658K | 0.47% | 34 |
|
|
2024
Q3 | $992K | Buy |
42,309
+3,389
| +9% | +$79.5K | 0.29% | 46 |
|
|
2024
Q2 | $878K | Sell |
38,920
-2,561
| -6% | -$57.8K | 0.26% | 44 |
|
|
2024
Q1 | $945K | Buy |
41,481
+1,939
| +5% | +$44.2K | 0.64% | 21 |
|
|
2023
Q4 | $911K | Sell |
39,542
-306
| -0.8% | -$7.05K | 0.71% | 20 |
|
|
2023
Q3 | $878K | Buy |
39,848
+543
| +1% | +$12K | 0.78% | 19 |
|
|
2023
Q2 | $900K | Sell |
39,305
-1,101,148
| -97% | -$25.2M | 0.36% | 36 |
|
|
2023
Q1 | $49K | Buy |
1,140,453
+1,092,979
| +2,302% | +$47K | 1.17% | 17 |
|
|
2022
Q4 | $1.08M | Sell |
47,474
-6,386
| -12% | -$145K | 1.14% | 18 |
|
|
2022
Q3 | $1.23M | Buy |
53,860
+5,697
| +12% | +$130K | 1.45% | 12 |
|
|
2022
Q2 | $1.15M | Buy |
48,163
+2,094
| +5% | +$50K | 1.36% | 12 |
|
|
2022
Q1 | $1.15M | Buy |
46,069
+2,684
| +6% | +$66.9K | 1.2% | 13 |
|
|
2021
Q4 | $1.16M | Buy |
+43,385
| New | +$1.16M | 1.32% | 14 |
|
|
2021
Q3 | – | Sell |
-16,835
| Closed | -$448K | – | 122 |
|
|
2021
Q2 | $448K | Buy |
16,835
+11,183
| +198% | +$298K | 0.67% | 15 |
|
|
2021
Q1 | $148K | Buy |
+5,652
| New | +$148K | 0.24% | 24 |
|