Moneta Group Investment Advisors’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
$216K Sell
9,418
-1,726
-15% -$39.7K ﹤0.01% 651
2025
Q1
$256K Buy
+11,144
New +$256K ﹤0.01% 560
2019
Q4
Sell
-10,674
Closed -$281K 275
2019
Q3
$281K Buy
+10,674
New +$281K 0.03% 212