SageView Advisory 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
2025
Q2
$334K Sell
2025
Q1
$359K Sell
2024
Q4
$3M Buy
2024
Q3
$400K Buy
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Sell
2023
Q3
$990K Sell
2023
Q2
$3.32M Sell
2023
Q1
$5.02M Sell
2022
Q4
$7.16M Buy