Marshall Financial Group (Maryland)’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
$899K Sell
39,590
-4,576
-10% -$104K 0.18% 141
2025
Q1
$1.02M Sell
44,166
-2,251
-5% -$51.7K 0.22% 109
2024
Q4
$1.07M Sell
46,417
-549
-1% -$12.6K 0.26% 98
2024
Q3
$1.1M Buy
+46,966
New +$1.1M 0.26% 101