EP Wealth Advisors’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 | $133M | Buy |
|
|||||
|
2025
Q1 | $132M | Buy |
|
|||||
|
2024
Q4 | $123M | Buy |
|
|||||
|
2024
Q3 | $122M | Buy |
|
|||||
|
2024
Q2 | $113M | Buy |
|
|||||
|
2024
Q1 | $108M | Buy |
|
|||||
|
2023
Q4 | $108M | Sell |
|
|||||
|
2023
Q3 | $104M | Buy |
|
|||||
|
2023
Q2 | $60.8M | Sell |
|
|||||
|
2023
Q1 | $85.3M | Sell |
|
|||||
|
2022
Q4 | $47.5M | Buy |
|
|||||
|
2022
Q3 | $41.8M | Buy |
|