TBWA
Three Bridge 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 | $270K | Buy |
11,758
+107
| +0.9% | +$2.46K | 0.07% | 98 |
|
|
2025
Q1 | $268K | Hold |
11,651
| – | – | 0.09% | 74 |
|
|
2024
Q4 | $268K | Buy |
11,651
+157
| +1% | +$3.61K | 0.09% | 80 |
|
|
2024
Q3 | $270K | Buy |
11,494
+575
| +5% | +$13.5K | 0.1% | 74 |
|
|
2024
Q2 | $246K | Buy |
10,919
+127
| +1% | +$2.87K | 0.1% | 79 |
|
|
2024
Q1 | $246K | Buy |
10,792
+241
| +2% | +$5.49K | 0.1% | 82 |
|
|
2023
Q4 | $243K | Buy |
+10,551
| New | +$243K | 0.08% | 84 |
|