Sugarloaf Wealth Management’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
2024 Q1	–	Sell	-1,000	Closed	-$23K	–	699
2023 Q4	$23K	Buy	+1,000	New	+$22.3K	0.01%	380
2023 Q3	–	Sell	-1,000	Closed	-$22.9K	–	692
2023 Q2	$22.9K	Hold	1,000	–	–	0.01%	371
2023 Q1	$23.4K	Hold	1,000	–	–	0.01%	376
2022 Q4	$22.7K	Hold	1,000	–	–	0.01%	390
2022 Q3	$23K	Hold	1,000	–	–	0.01%	404
2022 Q2	$24K	Hold	1,000	–	–	0.01%	389
2022 Q1	$25K	Hold	1,000	–	–	0.01%	375
2021 Q4	$27K	Hold	1,000	–	–	0.01%	382
2021 Q3	$27K	Sell	1,000 -642	-39%	-$17.2K	0.01%	364
2021 Q2	$44K	Buy	1,642 +690	+72%	+$18.2K	0.01%	291
2021 Q1	$43	Sell	952 -8,152	-90%	-$218K	0.01%	292
2020 Q4	$248K	Buy	9,104 +849	+10%	+$23.4K	0.08%	102
2020 Q3	$231K	Sell	8,255 -10,400	-56%	-$292K	0.08%	98
2020 Q2	$522K	Buy	18,655 +9,416	+102%	+$263K	0.2%	63
2020 Q1	$259K	Buy	9,239 +1,343	+17%	+$36K	0.12%	90
2019 Q4	$205K	Buy	+7,896	New	+$206K	0.09%	115