WAM
Wealthspire Advisors (Maryland)’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $127M | Buy |
4,543,194
+4,500,287
| +10,488% | +$126M | 4.48% | 5 |
|
|
2020
Q2 | $1.2M | Buy |
+42,907
| New | +$1.2M | 0.09% | 139 |
|
|
2019
Q2 | – | Sell |
-382
| Closed | -$10K | – | 1093 |
|
|
2019
Q1 | $10K | Hold |
382
| – | – | ﹤0.01% | 1533 |
|
|
2018
Q4 | $9K | Buy |
382
+36
| +10% | +$848 | ﹤0.01% | 1503 |
|
|
2018
Q3 | $8K | Buy |
346
+304
| +724% | +$7.03K | ﹤0.01% | 1602 |
|
|
2018
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 2307 |
|
|
2018
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 2337 |
|
|
2017
Q4 | $1K | Sell |
42
-390
| -90% | -$9.29K | ﹤0.01% | 2281 |
|
|
2017
Q3 | $11K | Buy |
432
+12
| +3% | +$306 | ﹤0.01% | 1539 |
|
|
2017
Q2 | $11K | Buy |
420
+109
| +35% | +$2.86K | ﹤0.01% | 1489 |
|
|
2017
Q1 | $8K | Sell |
311
-289
| -48% | -$7.43K | ﹤0.01% | 1400 |
|
|
2016
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 1100 |
|
|
2016
Q3 | $16K | Hold |
600
| – | – | ﹤0.01% | 1119 |
|
|
2016
Q2 | $16K | Hold |
600
| – | – | ﹤0.01% | 1068 |
|
|
2016
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 1066 |
|
|
2015
Q4 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 1068 |
|