GeoWealth Management’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
$121K Sell
2025
Q1
$123K Buy
2024
Q4
$109K Buy
2024
Q3
$78.4K Buy
2024
Q2
Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.74M Buy
2023
Q3
$1.38M Buy
2023
Q2
$152K Buy
2023
Q1
$37K Buy
2022
Q4
Hold
2021
Q4
Sell
2021
Q3
$1.57M Buy