BCU Wealth Advisors’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
$216K Sell
9,410
-395
-4% -$9.08K 0.1% 56
2025
Q1
$225K Buy
9,805
+694
+8% +$16K 0.12% 46
2024
Q4
$209K Buy
+9,111
New +$209K 0.12% 51