TWM
Tradition Wealth Management’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 | $265K | Buy |
11,512
+343
| +3% | +$7.88K | 0.02% | 381 |
|
|
2025
Q1 | $257K | Sell |
11,169
-186
| -2% | -$4.28K | 0.02% | 363 |
|
|
2024
Q4 | $261K | Sell |
11,355
-756
| -6% | -$17.4K | 0.02% | 346 |
|
|
2024
Q3 | $284K | Sell |
12,111
-41
| -0.3% | -$961 | 0.03% | 331 |
|
|
2024
Q2 | $274K | Sell |
12,152
-228
| -2% | -$5.15K | 0.03% | 326 |
|
|
2024
Q1 | $282K | Sell |
12,380
-479
| -4% | -$10.9K | 0.03% | 313 |
|
|
2023
Q4 | $296K | Sell |
12,859
-15,363
| -54% | -$354K | 0.03% | 276 |
|
|
2023
Q3 | $622K | Sell |
28,222
-108,673
| -79% | -$2.4M | 0.07% | 150 |
|
|
2023
Q2 | $3.14M | Buy |
136,895
+1,623
| +1% | +$37.2K | 0.37% | 62 |
|
|
2023
Q1 | $3.16M | Buy |
135,272
+132,692
| +5,143% | +$3.1M | 0.39% | 55 |
|
|
2022
Q4 | $59K | Sell |
2,580
-209,402
| -99% | -$4.79M | 0.01% | 490 |
|
|
2022
Q3 | $4.83M | Buy |
211,982
+71,490
| +51% | +$1.63M | 0.72% | 39 |
|
|
2022
Q2 | $3.36M | Sell |
140,492
-47,348
| -25% | -$1.13M | 0.49% | 57 |
|
|
2022
Q1 | $4.68M | Buy |
187,840
+12,589
| +7% | +$314K | 0.6% | 49 |
|
|
2021
Q4 | $4.68M | Sell |
175,251
-2,402
| -1% | -$64.1K | 0.59% | 49 |
|
|
2021
Q3 | $4.71M | Sell |
177,653
-56,231
| -24% | -$1.49M | 0.67% | 41 |
|
|
2021
Q2 | $6.22M | Buy |
233,884
+26,363
| +13% | +$701K | 0.93% | 27 |
|
|
2021
Q1 | $5.44M | Buy |
207,521
+70,664
| +52% | +$1.85M | 0.94% | 27 |
|
|
2020
Q4 | $3.73M | Buy |
+136,857
| New | +$3.73M | 0.72% | 40 |
|