Modern 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
$13.4M Buy
584,174
+12,727
+2% +$292K 0.34% 74
2025
Q1
$13.1M Buy
571,447
+135,908
+31% +$3.12M 0.42% 59
2024
Q4
$10M Buy
435,539
+196,404
+82% +$4.51M 0.37% 64
2024
Q3
$5.61M Buy
239,135
+55,282
+30% +$1.3M 0.34% 55
2024
Q2
$4.15M Buy
183,853
+89,716
+95% +$2.02M 0.31% 50
2024
Q1
$2.14M Buy
94,137
+75,495
+405% +$1.72M 0.2% 70
2023
Q4
$430K Buy
+18,642
New +$430K 0.05% 103