UWPG
Ullmann Wealth Partners Group’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
171,306
-1,044
| -0.6% | -$24K | 0.47% | 34 |
|
|
2025
Q1 | $3.96M | Sell |
172,350
-1,393
| -0.8% | -$32K | 0.53% | 28 |
|
|
2024
Q4 | $3.99M | Sell |
173,743
-4,756
| -3% | -$109K | 0.52% | 28 |
|
|
2024
Q3 | $4.19M | Sell |
178,499
-1,855
| -1% | -$43.5K | 0.54% | 28 |
|
|
2024
Q2 | $4.07M | Buy |
180,354
+2,131
| +1% | +$48.1K | 0.58% | 28 |
|
|
2024
Q1 | $4.06M | Buy |
178,223
+7,118
| +4% | +$162K | 0.6% | 25 |
|
|
2023
Q4 | $3.94M | Buy |
171,105
+61,094
| +56% | +$1.41M | 0.64% | 24 |
|
|
2023
Q3 | $2.42M | Buy |
110,011
+77,693
| +240% | +$1.71M | 0.45% | 29 |
|
|
2023
Q2 | $740K | Buy |
32,318
+23,518
| +267% | +$539K | 0.15% | 47 |
|
|
2023
Q1 | $206K | Buy |
+8,800
| New | +$206K | 0.05% | 90 |
|