Verum 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
$31.7M Buy
1,377,827
+28,380
+2% +$652K 7.29% 2
2025
Q1
$31M Sell
1,349,447
-156,497
-10% -$3.6M 8.36% 2
2024
Q4
$34.6M Buy
1,505,944
+38,362
+3% +$882K 9.96% 1
2024
Q3
$34.4M Buy
1,467,582
+86,004
+6% +$2.02M 10.08% 1
2024
Q2
$31.2M Buy
1,381,578
+373,953
+37% +$8.44M 10.07% 1
2024
Q1
$22.9M Buy
1,007,625
+181,325
+22% +$4.13M 8.15% 1
2023
Q4
$19M Buy
826,300
+468,478
+131% +$10.8M 7.53% 1
2023
Q3
$7.89M Buy
+357,822
New +$7.89M 3.52% 5