BerganKDV 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
2023
Q2
$9.36M Buy
2023
Q1
$5.96M Sell
2022
Q4
$7.46M Buy
2022
Q3
$5.63M Buy
2022
Q2
$4.37M Sell
2022
Q1
$6.12M Buy
2021
Q4
$3.03M Sell
2021
Q3
$3.07M Buy
2021
Q2
$2.15M Buy
2021
Q1
$1.11M Buy
2019
Q2
Sell
2019
Q1
$2K Buy