KWB Wealth’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
$283K Buy
2025
Q2
$255K Sell
2025
Q1
$2.2M Sell
2024
Q4
$3.17M Sell
2024
Q3
$3.53M Sell
2024
Q2
$3.74M Sell
2024
Q1
$4.03M Buy