Paladin Advisory Group’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
$1.4M Sell
60,766
-8,644
-12% -$199K 1.07% 31
2025
Q1
$1.6M Sell
69,410
-54,096
-44% -$1.24M 1.28% 28
2024
Q4
$2.84M Sell
123,506
-192,274
-61% -$4.42M 2.17% 16
2024
Q3
$7.41M Buy
315,780
+8,290
+3% +$194K 5.46% 2
2024
Q2
$6.88M Buy
307,490
+2,254
+0.7% +$50.4K 5.37% 2
2024
Q1
$6.87M Buy
305,236
+24,552
+9% +$553K 5.43% 2
2023
Q4
$6.47M Buy
280,684
+68,462
+32% +$1.58M 5.34% 2
2023
Q3
$4.68M Buy
212,222
+19,606
+10% +$432K 3.94% 3
2023
Q2
$4.41M Buy
192,616
+144,793
+303% +$3.32M 3.54% 4
2023
Q1
$1.12M Buy
+47,823
New +$1.12M 0.93% 35
2022
Q4
Hold
0
89
2022
Q3
Hold
0
89
2022
Q1
Hold
0
279
2021
Q4
Hold
0
86