LGWM

Litman Gregory Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,203	Closed	-$326K	–	139
2024 Q4	$326K	Sell	14,203 -39,838	-74%	-$915K	0.03%	104
2024 Q3	$1.27M	Buy	54,041 +32,186	+147%	+$755K	0.11%	68
2024 Q2	$493K	Buy	+21,855	New	+$493K	0.04%	84