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