Envision Financial Planning’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
2025
Q2
$16.5M Buy
716,875
+27,291
+4% +$627K 7.7% 3
2025
Q1
$15.9M Buy
689,584
+20,495
+3% +$471K 8.08% 3
2024
Q4
$15.4M Buy
669,089
+24,703
+4% +$568K 7.95% 3
2024
Q3
$15.1M Buy
+644,386
New +$15.1M 7.96% 3