Patten Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$567K	Sell	24,763 -389	-2%	-$8.97K	0.1%	186
2025 Q4	$579K	Sell	25,152 -2,151	-8%	-$49.8K	0.11%	179
2025 Q3	$631K	Buy	27,303 +13,049	+92%	+$299K	0.12%	163
2025 Q2	$328K	Sell	14,254 -4,117	-22%	-$93.8K	0.07%	227
2025 Q1	$422K	Buy	18,371 +259	+1%	+$5.87K	0.1%	189
2024 Q4	$416K	Buy	18,112 +4,085	+29%	+$93.2K	0.09%	199
2024 Q3	$329K	Buy	14,027 +3,971	+39%	+$91.9K	0.07%	215
2024 Q2	$227K	Buy	+10,056	New	+$225K	0.05%	240
2018 Q3	–	Sell	-25	Closed	-$1K	–	690
2018 Q2	$1K	Sell	25 -25	-50%	-$612	﹤0.01%	649
2018 Q1	$1K	Sell	50 -67	-57%	-$1.65K	﹤0.01%	564
2017 Q4	$3K	Hold	117	–	–	﹤0.01%	566
2017 Q3	$3K	Hold	117	–	–	﹤0.01%	563
2017 Q2	$3K	Buy	117 +92	+368%	+$2.32K	﹤0.01%	576
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	623
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	597
2016 Q3	$646	Buy	+25	New	+$654	﹤0.01%	622