Mosley 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
2024
Q4
$598K Buy
26,490
+1,309
+5% +$29.5K 0.37% 60
2024
Q3
$577K Buy
25,181
+605
+2% +$13.9K 0.39% 58
2024
Q2
$555K Sell
24,576
-704
-3% -$15.9K 0.47% 47
2024
Q1
$576K Sell
25,280
-18,453
-42% -$420K 0.54% 44
2023
Q4
$1.01M Buy
+43,733
New +$1.01M 0.99% 22