Wealthspire Advisors (New York)’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Sell |
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|
2025
Q1 | $8.3M | Sell |
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|
2024
Q4 | $8.97M | Sell |
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|
2024
Q3 | $12.1M | Sell |
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|
2024
Q2 | $13M | Sell |
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|
2024
Q1 | $13.4M | Sell |
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|
2023
Q4 | $13.5M | Sell |
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|
2023
Q3 | $14.4M | Sell |
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|
2023
Q2 | $15.7M | Sell |
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|
2023
Q1 | $16.8M | Buy |
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|
2022
Q4 | $15.2M | Sell |
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|
2022
Q3 | $17.2M | Sell |
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|
2022
Q2 | $22.4M | Sell |
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|
2022
Q1 | $31.9M | Sell |
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|
2021
Q4 | $39.8M | Sell |
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|
2021
Q3 | $45.1M | Sell |
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|
2021
Q2 | $70.9M | Sell |
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|
2021
Q1 | $79.3M | Sell |
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|
2020
Q4 | $102M | Sell |
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|
2020
Q3 | $124M | Sell |
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|
2020
Q2 | $136M | Sell |
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|
2020
Q1 | $153M | Sell |
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|
2019
Q4 | $179M | Sell |
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|
2019
Q3 | $187M | Buy |
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|
2019
Q2 | $175M | Buy |
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|
2019
Q1 | $167M | Buy |
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|
2018
Q4 | $153M | Buy |
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