Crestmont Private Wealth’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 Q1	–	Sell	-376,928	Closed	-$8.66M	–	81
2024 Q4	$8.66M	Buy	376,928 +19,890	+6%	+$454K	3.9%	8
2024 Q3	$8.37M	Buy	357,038 +17,986	+5%	+$416K	3.66%	9
2024 Q2	$7.65M	Buy	339,052 +206,977	+157%	+$4.64M	3.69%	9
2024 Q1	$3.01M	Sell	132,075 -14,920	-10%	-$339K	1.49%	11
2023 Q4	$3.39M	Sell	146,995 -9,953	-6%	-$222K	1.72%	11
2023 Q3	$3.46M	Sell	156,948 -2,377	-1%	-$53.5K	2.12%	9
2023 Q2	$3.65M	Buy	159,325 +12,443	+8%	+$289K	2.14%	9
2023 Q1	$3.43M	Buy	146,882 +141	+0.1%	+$3.26K	2.24%	10
2022 Q4	$3.33M	Sell	146,741 -393	-0.3%	-$8.93K	2.28%	10
2022 Q3	$3.35M	Buy	147,134 +3,900	+3%	+$92.4K	2.54%	10
2022 Q2	$3.42M	Buy	143,234 +4,958	+4%	+$119K	3.39%	9
2022 Q1	$3.44M	Buy	138,276 +3,957	+3%	+$101K	3.27%	8
2021 Q4	$3.58M	Buy	+134,319	New	+$3.56M	3.39%	7