Ullmann Wealth Partners Group’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
Q2
$3.94M Sell
2025
Q1
$3.96M Sell
2024
Q4
$3.99M Sell
2024
Q3
$4.19M Sell
2024
Q2
$4.07M Buy
2024
Q1
$4.06M Buy
2023
Q4
$3.94M Buy
2023
Q3
$2.42M Buy
2023
Q2
$740K Buy
2023
Q1
$206K Buy