Triad 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 Q2	$2.67M	Buy	116,312 +24,193	+26%	+$556K	0.54%	37
2025 Q1	$2.12M	Buy	92,119 +14,606	+19%	+$336K	0.66%	34
2024 Q4	$1.78M	Buy	77,513 +45,437	+142%	+$1.04M	0.64%	35
2024 Q3	$752K	Buy	32,076 +21,743	+210%	+$510K	0.4%	39
2024 Q2	$233K	Buy	+10,333	New	+$233K	0.12%	82