9258 Wealth Management’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
2022 Q4	–	Sell	-8,823	Closed	-$201K	–	332
2022 Q3	$201K	Sell	8,823 -57	-0.6%	-$1.35K	0.05%	303
2022 Q2	$212K	Sell	8,880 -191	-2%	-$4.6K	0.05%	303
2022 Q1	$226K	Sell	9,071 -3,113	-26%	-$79.7K	0.05%	328
2021 Q4	$325K	Buy	12,184 +142	+1%	+$3.76K	0.07%	270
2021 Q3	$319K	Sell	12,042 -3,897	-24%	-$104K	0.09%	244
2021 Q2	$424K	Buy	15,939 +1,490	+10%	+$39.3K	0.11%	198
2021 Q1	$378K	Sell	14,449 -2,887	-17%	-$77.1K	0.11%	194
2020 Q4	$472K	Sell	17,336 -4,882	-22%	-$135K	0.15%	154
2020 Q3	$614K	Buy	22,218 +138	+0.6%	+$3.87K	0.23%	108
2020 Q2	$618K	Buy	22,080 +2,540	+13%	+$71.1K	0.25%	111
2020 Q1	$548K	Buy	19,540 +2,414	+14%	+$64.8K	0.24%	121
2019 Q4	$444K	Buy	+17,126	New	+$447K	0.16%	166