Premier Path 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,500
| Closed | -$287K | – | 378 |
|
|
2024
Q4 | $287K | Sell |
12,500
-8,003
| -39% | -$184K | 0.04% | 311 |
|
|
2024
Q3 | $481K | Buy |
20,503
+3,438
| +20% | +$80.6K | 0.08% | 234 |
|
|
2024
Q2 | $385K | Sell |
17,065
-7,745
| -31% | -$175K | 0.07% | 258 |
|
|
2024
Q1 | $547K | Sell |
24,810
-620,704
| -96% | -$13.7M | 0.1% | 194 |
|
|
2023
Q4 | $14.9M | Buy |
+645,514
| New | +$14.9M | 3.29% | 4 |
|