PWM
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Pines Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pines Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$864K Sell
37,940
-12,330
-25% -$281K 0.31% 84
2025
Q1 		$1.15M Buy
50,270
+1,466
+3% +$33.5K 0.53% 44
2024
Q4 		$1.09M Buy
+48,804
New +$1.09M 0.47% 51