Pacific 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	$15.3M	Sell	664,451 -3,218	-0.5%	-$74K	7.54%	2
2025 Q1	$15.3M	Buy	667,669 +206,534	+45%	+$4.75M	8.44%	2
2024 Q4	$10.6M	Sell	461,135 -625,479	-58%	-$14.4M	5.61%	4
2024 Q3	$25.5M	Buy	+1,086,614	New	+$25.5M	11.85%	2