TRUE Private Wealth Advisors’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 Q1	–	Sell	-9,803	Closed	-$225K	–	236
2024 Q4	$225K	Sell	9,803 -6,128	-38%	-$140K	0.03%	211
2024 Q3	$374K	Sell	15,931 -2,612	-14%	-$60.5K	0.04%	145
2024 Q2	$419K	Sell	18,543 -12,109	-40%	-$272K	0.05%	181
2024 Q1	$698K	Buy	30,652 +2,036	+7%	+$46.3K	0.08%	130
2023 Q4	$659K	Sell	28,616 -13,002	-31%	-$289K	0.08%	126
2023 Q3	$917K	Sell	41,618 -30,788	-43%	-$693K	0.13%	100
2023 Q2	$1.66M	Sell	72,406 -18,705	-21%	-$434K	0.24%	64
2023 Q1	$2.13M	Sell	91,111 -19,868	-18%	-$459K	0.32%	54
2022 Q4	$2.52M	Sell	110,979 -78,502	-41%	-$1.78M	0.39%	44
2022 Q3	$4.31M	Buy	189,481 +43,127	+29%	+$1.02M	0.65%	20
2022 Q2	$3.5M	Buy	146,354 +5,793	+4%	+$139K	0.51%	33
2022 Q1	$3.39M	Buy	140,561 +74,167	+112%	+$1.9M	0.48%	36
2021 Q4	$1.77M	Buy	66,394 +2,749	+4%	+$72.8K	0.25%	65
2021 Q3	$1.69M	Sell	63,645 -11,959	-16%	-$320K	0.25%	66
2021 Q2	$2.01M	Buy	75,604 +29,796	+65%	+$786K	0.3%	58
2021 Q1	$1.2M	Buy	45,808 +10,710	+31%	+$286K	0.19%	74
2020 Q4	$956K	Sell	35,098 -31,612	-47%	-$872K	0.16%	81
2020 Q3	$1.86M	Sell	66,710 -17,810	-21%	-$499K	0.32%	52
2020 Q2	$2.37M	Sell	84,520 -35,761	-30%	-$1M	0.43%	43
2020 Q1	$3.37M	Buy	120,281 +120,236	+267,191%	+$3.23M	0.72%	25
2019 Q4	$1K	Buy	+45	New	+$1.18K	﹤0.01%	771
2019 Q3	–	Sell	-45	Closed	-$1K	–	426
2019 Q2	$1K	Buy	+45	New	+$1.14K	﹤0.01%	759
2018 Q4	–	Sell	-787	Closed	-$19.2K	–	521
2018 Q3	$19.2K	Buy	+787	New	+$19.3K	﹤0.01%	618