Meridian Wealth Management’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
$10.6M Buy
461,706
+27,147
+6% +$624K 0.45% 45
2025
Q1
$9.99M Buy
434,559
+53,224
+14% +$1.22M 0.48% 45
2024
Q4
$8.76M Buy
381,335
+12,009
+3% +$276K 0.41% 52
2024
Q3
$8.66M Buy
369,326
+67,317
+22% +$1.58M 0.43% 52
2024
Q2
$6.82M Buy
+302,009
New +$6.82M 0.81% 22
2024
Q1
Sell
-205,656
Closed -$4.74M 329
2023
Q4
$4.74M Buy
+205,656
New +$4.74M 0.3% 74
2023
Q2
Sell
-8,786
Closed -$205K 557
2023
Q1
$205K Sell
8,786
-957
-10% -$22.4K 0.02% 506
2022
Q4
$221K Buy
+9,743
New +$221K 0.02% 471