Beverly Hills Private Wealth’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
2023
Q2
Sell
-19,575
Closed -$458K 322
2023
Q1
$458K Buy
19,575
+9,742
+99% +$228K 0.14% 154
2022
Q4
$223K Buy
+9,833
New +$223K 0.1% 206