WANY
Wealthspire Advisors (New York)’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 | $6.47M | Sell |
281,657
-79,237
| -22% | -$1.82M | 0.04% | 142 |
|
|
2025
Q1 | $8.3M | Sell |
360,894
-29,281
| -8% | -$673K | 0.05% | 130 |
|
|
2024
Q4 | $8.97M | Sell |
390,175
-127,111
| -25% | -$2.92M | 0.09% | 112 |
|
|
2024
Q3 | $12.1M | Sell |
517,286
-59,532
| -10% | -$1.4M | 0.12% | 85 |
|
|
2024
Q2 | $13M | Sell |
576,818
-10,016
| -2% | -$226K | 0.17% | 65 |
|
|
2024
Q1 | $13.4M | Sell |
586,834
-1,149
| -0.2% | -$26.2K | 0.18% | 59 |
|
|
2023
Q4 | $13.5M | Sell |
587,983
-64,233
| -10% | -$1.48M | 0.19% | 58 |
|
|
2023
Q3 | $14.4M | Sell |
652,216
-32,180
| -5% | -$709K | 0.24% | 52 |
|
|
2023
Q2 | $15.7M | Sell |
684,396
-32,770
| -5% | -$750K | 0.26% | 52 |
|
|
2023
Q1 | $16.8M | Buy |
717,166
+46,644
| +7% | +$1.09M | 0.29% | 50 |
|
|
2022
Q4 | $15.2M | Sell |
670,522
-84,802
| -11% | -$1.93M | 0.28% | 52 |
|
|
2022
Q3 | $17.2M | Sell |
755,324
-180,132
| -19% | -$4.1M | 0.36% | 47 |
|
|
2022
Q2 | $22.4M | Sell |
935,456
-345,034
| -27% | -$8.25M | 0.47% | 37 |
|
|
2022
Q1 | $31.9M | Sell |
1,280,490
-209,944
| -14% | -$5.23M | 0.72% | 21 |
|
|
2021
Q4 | $39.8M | Sell |
1,490,434
-208,773
| -12% | -$5.57M | 0.88% | 19 |
|
|
2021
Q3 | $45.1M | Sell |
1,699,207
-965,599
| -36% | -$25.6M | 0.94% | 19 |
|
|
2021
Q2 | $70.9M | Sell |
2,664,806
-364,340
| -12% | -$9.69M | 1.86% | 14 |
|
|
2021
Q1 | $79.3M | Sell |
3,029,146
-720,070
| -19% | -$18.9M | 1.88% | 13 |
|
|
2020
Q4 | $102M | Sell |
3,749,216
-687,459
| -15% | -$18.7M | 3.04% | 8 |
|
|
2020
Q3 | $124M | Sell |
4,436,675
-434,720
| -9% | -$12.2M | 7.37% | 3 |
|
|
2020
Q2 | $136M | Sell |
4,871,395
-603,060
| -11% | -$16.9M | 9.5% | 2 |
|
|
2020
Q1 | $153M | Sell |
5,474,455
-1,440,050
| -21% | -$40.3M | 6.43% | 4 |
|
|
2019
Q4 | $179M | Sell |
6,914,505
-192,859
| -3% | -$5M | 13.06% | 3 |
|
|
2019
Q3 | $187M | Buy |
7,107,364
+339,319
| +5% | +$8.93M | 15.32% | 2 |
|
|
2019
Q2 | $175M | Buy |
6,768,045
+159,492
| +2% | +$4.12M | 15.21% | 3 |
|
|
2019
Q1 | $167M | Buy |
6,608,553
+415,653
| +7% | +$10.5M | 15.47% | 3 |
|
|
2018
Q4 | $153M | Buy |
+6,192,900
| New | +$153M | 14.71% | 3 |
|