PrairieView Wealth Partners’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
2024
Q2
Sell
-482,501
Closed -$11M 19
2024
Q1
$11M Buy
482,501
+21,171
+5% +$482K 9.97% 4
2023
Q4
$10.6M Buy
+461,330
New +$10.6M 10.62% 4