LWMI
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Legacy Wealth Management (Idaho)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.15K Sell
224
-840
-79% -$19.3K ﹤0.01% 390
2025
Q1 		$24.5K Buy
1,064
+840
+375% +$19.3K 0.02% 216
2024
Q4 		$5.06K Hold
224
– – ﹤0.01% 379
2024
Q3 		$5.06K Buy
+224
New +$5.06K ﹤0.01% 383