Wallace Advisory 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
Q3
$572K Sell
2025
Q2
$585K Buy
2025
Q1
$581K Buy
2024
Q4
$551K Sell
2024
Q3
$554K Hold
2024
Q2
$554K Sell
2024
Q1
$756K Buy
2023
Q4
$567K Buy
2023
Q3
$543K Buy
2023
Q2
$547K Hold
2023
Q1
$547K Buy
2022
Q4
$525K Buy