Paragon Private 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 | $1.28M | Sell |
55,531
-780
| -1% | -$17.9K | 0.51% | 52 |
|
2025
Q1 | $1.29M | Sell |
56,311
-1,957
| -3% | -$45K | 0.6% | 52 |
|
2024
Q4 | $1.34M | Buy |
58,268
+6,558
| +13% | +$151K | 0.62% | 47 |
|
2024
Q3 | $1.21M | Buy |
51,710
+1,341
| +3% | +$31.4K | 0.6% | 49 |
|
2024
Q2 | $1.14M | Buy |
50,369
+2,130
| +4% | +$48.1K | 0.64% | 46 |
|
2024
Q1 | $1.1M | Buy |
+48,239
| New | +$1.1M | 0.65% | 51 |
|