WWA
WCG 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 | $418K | Buy |
18,170
+1,692
| +10% | +$38.9K | 0.03% | 310 |
|
|
2025
Q1 | $379K | Sell |
16,478
-46,666
| -74% | -$1.07M | 0.03% | 256 |
|
|
2024
Q4 | $1.45M | Buy |
63,144
+1,400
| +2% | +$32.2K | 0.1% | 176 |
|
|
2024
Q3 | $1.45M | Buy |
61,744
+43,994
| +248% | +$1.03M | 0.1% | 186 |
|
|
2024
Q2 | $401K | Sell |
17,750
-24,458
| -58% | -$553K | 0.03% | 254 |
|
|
2024
Q1 | $961K | Sell |
42,208
-34,121
| -45% | -$777K | 0.08% | 183 |
|
|
2023
Q4 | $1.76M | Sell |
76,329
-82,605
| -52% | -$1.9M | 0.13% | 150 |
|
|
2023
Q3 | $3.5M | Buy |
158,934
+877
| +0.6% | +$19.3K | 0.26% | 88 |
|
|
2023
Q2 | $3.62M | Buy |
+158,057
| New | +$3.62M | 0.42% | 57 |
|