Western Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
22,866
+3,219
| +16% | +$74K | 0.03% | 394 |
|
|
2025
Q1 | $452K | Sell |
19,647
-3,552
| -15% | -$81.6K | 0.03% | 419 |
|
|
2024
Q4 | $533K | Sell |
23,199
-722
| -3% | -$16.6K | 0.03% | 367 |
|
|
2024
Q3 | $561K | Buy |
23,921
+10,415
| +77% | +$244K | 0.03% | 434 |
|
|
2024
Q2 | $305K | Sell |
13,506
-1,678
| -11% | -$37.9K | 0.02% | 495 |
|
|
2024
Q1 | $346K | Buy |
15,184
+3,687
| +32% | +$84K | 0.03% | 464 |
|
|
2023
Q4 | $265K | Sell |
11,497
-2,261
| -16% | -$52.1K | 0.02% | 580 |
|
|
2023
Q3 | $303K | Sell |
13,758
-10,312
| -43% | -$227K | 0.03% | 510 |
|
|
2023
Q2 | $551K | Buy |
24,070
+2,064
| +9% | +$47.3K | 0.05% | 355 |
|
|
2023
Q1 | $514K | Buy |
22,006
+6,780
| +45% | +$159K | 0.05% | 362 |
|
|
2022
Q4 | $346K | Sell |
15,226
-53,045
| -78% | -$1.21M | 0.04% | 424 |
|
|
2022
Q3 | $1.56M | Buy |
68,271
+15,455
| +29% | +$353K | 0.09% | 225 |
|
|
2022
Q2 | $1.26M | Buy |
52,816
+32,892
| +165% | +$786K | 0.07% | 261 |
|
|
2022
Q1 | $496K | Sell |
19,924
-21,674
| -52% | -$540K | 0.02% | 532 |
|
|
2021
Q4 | $1.11M | Buy |
+41,598
| New | +$1.11M | 0.11% | 177 |
|
|
2021
Q2 | $1.09M | Buy |
40,949
+30,060
| +276% | +$799K | 0.11% | 194 |
|
|
2021
Q1 | $285K | Sell |
10,889
-1,634
| -13% | -$42.8K | 0.04% | 413 |
|
|
2020
Q4 | $341K | Sell |
12,523
-23,837
| -66% | -$649K | 0.05% | 324 |
|
|
2020
Q3 | $1.02M | Buy |
36,360
+1,803
| +5% | +$50.4K | 0.17% | 137 |
|
|
2020
Q2 | $967K | Buy |
34,557
+12,167
| +54% | +$340K | 0.18% | 135 |
|
|
2020
Q1 | $628K | Buy |
22,390
+13,907
| +164% | +$390K | 0.14% | 156 |
|
|
2019
Q4 | $220K | Sell |
8,483
-4,425
| -34% | -$115K | 0.03% | 373 |
|
|
2019
Q3 | $341K | Buy |
12,908
+2,637
| +26% | +$69.7K | 0.07% | 267 |
|
|
2019
Q2 | $264K | Buy |
+10,271
| New | +$264K | 0.03% | 332 |
|