Invera 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
Q3
$645K Sell
2025
Q2
$656K Hold
2025
Q1
$657K Buy
2024
Q4
$592K Buy
2024
Q3
$345K Hold
2024
Q2
$346K Sell
2024
Q1
$373K Buy
2023
Q4
$376K Buy