Heritage Family Offices’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	$431K	Hold	18,814	–	–	0.22%	102
2025 Q1	$432K	Sell	18,814 -7,967	-30%	-$183K	0.22%	101
2024 Q4	$615K	Sell	26,781 -1,214	-4%	-$27.9K	0.31%	71
2024 Q3	$656K	Buy	27,995 +175	+0.6%	+$4.1K	0.34%	66
2024 Q2	$628K	Buy	+27,820	New	+$628K	0.35%	69