Waverly Advisors’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
$642K Sell
2025
Q2
$676K Sell
2025
Q1
$713K Buy
2024
Q4
$601K Buy
2024
Q3
$569K Sell
2024
Q2
$569K Buy
2024
Q1
$545K Buy
2020
Q2
Sell
2020
Q1
$395K Hold
2019
Q4
$371K Buy