Heritage Wealth Management (Arizona)’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
2024
Q2
$628K Sell
2024
Q1
$777K Sell
2023
Q4
$791K Buy
2022
Q4
$2.77M Buy
2022
Q3
$1.43M Sell
2022
Q2
$1.79M Sell
2022
Q1
$1.95M Buy
2021
Q3
$2.52M Sell
2021
Q2
$3.26M Sell
2021
Q1
$4.05M Buy