Shira Ridge Wealth Management’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
Q2
$2.51M Sell
109,433
-7,163
-6% -$165K 1.15% 24
2025
Q1
$2.68M Sell
116,596
-14,699
-11% -$338K 1.34% 21
2024
Q4
$3.02M Buy
131,295
+32,140
+32% +$739K 1.48% 20
2024
Q3
$2.33M Buy
+99,155
New +$2.33M 1.19% 21