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
2026 Q1	$14.4M	Buy	628,294 +14,807	+2%	+$341K	2.82%	12
2025 Q4	$14.1M	Buy	613,487 +7,738	+1%	+$179K	2.69%	11
2025 Q3	$14M	Buy	605,749 +60,391	+11%	+$1.38M	2.75%	11
2025 Q2	$12.5M	Sell	545,358 -8,995	-2%	-$205K	2.72%	11
2025 Q1	$12.7M	Buy	554,353 +9,230	+2%	+$209K	3.05%	9
2024 Q4	$12.1M	Sell	545,123 -70,665	-11%	-$1.61M	2.9%	10
2024 Q3	$14.2M	Buy	615,788 +62,499	+11%	+$1.45M	3.44%	10
2024 Q2	$12.5M	Buy	553,289 +89,576	+19%	+$2.01M	3.36%	12
2024 Q1	$10.6M	Buy	463,713 +55,865	+14%	+$1.27M	2.94%	12
2023 Q4	$9.4M	Buy	407,848 +69,771	+21%	+$1.55M	2.96%	12
2023 Q3	$7.45M	Buy	338,077 +13,819	+4%	+$311K	2.95%	11
2023 Q2	$7.43M	Buy	324,258 +36,799	+13%	+$854K	2.96%	11
2023 Q1	$6.72M	Buy	287,459 +306	+0.1%	+$7.07K	2.89%	11
2022 Q4	$6.52M	Sell	287,153 -4,054	-1%	-$92.1K	3.05%	11
2022 Q3	$6.47M	Sell	291,207 -8,334	-3%	-$197K	3.66%	9
2022 Q2	$7.16M	Sell	299,541 -9,174	-3%	-$221K	4.09%	8
2022 Q1	$7.69M	Buy	308,715 +26,829	+10%	+$687K	3.82%	7
2021 Q4	$7.52M	Buy	281,886 +6,852	+2%	+$181K	3.67%	6
2021 Q3	$7.3M	Sell	275,034 -14,969	-5%	-$401K	4.24%	7
2021 Q2	$7.71M	Sell	290,003 -37,973	-12%	-$1M	4.63%	6
2021 Q1	$8.59M	Buy	327,976 +8,953	+3%	+$239K	5.46%	6
2020 Q4	$8.69M	Buy	319,023 +101,669	+47%	+$2.8M	3.35%	5
2020 Q3	$6.08M	Buy	217,354 +49,224	+29%	+$1.38M	2.73%	10
2020 Q2	$4.71M	Sell	168,130 -127,454	-43%	-$3.57M	2.52%	10
2020 Q1	$8.28M	Buy	295,584 +8,636	+3%	+$232K	5.75%	3
2019 Q4	$7.44M	Buy	286,948 +239,079	+499%	+$6.24M	4.52%	3
2019 Q3	$1.26M	Buy	+47,869	New	+$1.25M	0.91%	27