Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $12.1M | Sell |
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|
2024
Q3 | $14.2M | Buy |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $9.4M | Buy |
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|
2023
Q3 | $7.45M | Buy |
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|
2023
Q2 | $7.43M | Buy |
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|
2023
Q1 | $6.72M | Buy |
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|
2022
Q4 | $6.52M | Sell |
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|
2022
Q3 | $6.47M | Sell |
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|
2022
Q2 | $7.16M | Sell |
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|
2022
Q1 | $7.69M | Buy |
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|
2021
Q4 | $7.52M | Buy |
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|
2021
Q3 | $7.3M | Sell |
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|
2021
Q2 | $7.71M | Sell |
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|
2021
Q1 | $8.59M | Buy |
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|
2020
Q4 | $8.69M | Buy |
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|
2020
Q3 | $6.08M | Buy |
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|
2020
Q2 | $4.71M | Sell |
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|
2020
Q1 | $8.28M | Buy |
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|
2019
Q4 | $7.44M | Buy |
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|
2019
Q3 | $1.26M | Buy |
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