AssuredPartners Investment Advisors’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-67,533	Closed	-$3.03M	–	326
2025 Q1	$3.03M	Sell	67,533 -19,925	-23%	-$893K	0.58%	45
2024 Q4	$3.8M	Buy	+87,458	New	+$3.8M	0.74%	34