Acorn Wealth Advisors’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
2024 Q2	–	Sell	-9,374	Closed	-$213K	–	206
2024 Q1	$213K	Sell	9,374 -74	-0.8%	-$1.68K	0.11%	191
2023 Q4	$218K	Sell	9,448 -486	-5%	-$10.8K	0.13%	172
2023 Q3	$219K	Sell	9,934 -201	-2%	-$4.53K	0.15%	163
2023 Q2	$232K	Sell	10,135 -175	-2%	-$4.06K	0.16%	149
2023 Q1	$241K	Sell	10,310 -12	-0.1%	-$277	0.18%	144
2022 Q4	$235K	Sell	10,322 -2,587	-20%	-$58.8K	0.18%	134
2022 Q3	$294K	Sell	12,909 -696	-5%	-$16.5K	0.24%	101
2022 Q2	$325K	Buy	13,605 +1,219	+10%	+$29.3K	0.26%	105
2022 Q1	$309K	Buy	12,386 +214	+2%	+$5.48K	0.21%	119
2021 Q4	$325K	Buy	12,172 +2,243	+23%	+$59.4K	0.21%	120
2021 Q3	$263K	Buy	9,929 +1,182	+14%	+$31.7K	0.18%	134
2021 Q2	$233K	Buy	+8,747	New	+$231K	0.16%	148