Vertex Planning 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	$213K	Buy	+9,277	New	+$213K	0.04%	181
2023 Q3	–	Sell	-28,609	Closed	-$655K	–	138
2023 Q2	$655K	Buy	28,609 +3,527	+14%	+$80.8K	0.22%	61
2023 Q1	$586K	Buy	25,082 +14,393	+135%	+$337K	0.22%	56
2022 Q4	$243K	Buy	+10,689	New	+$243K	0.09%	132