Joel Adams & Associates’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	–	Sell	-17,445	Closed	-$401K	–	62
2025 Q1	$401K	Sell	17,445 -4,320	-20%	-$99.3K	0.36%	35
2024 Q4	$500K	Buy	+21,765	New	+$500K	0.45%	32