WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.8M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $982K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $865K | Buy |
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|
2020
Q3 | $647K | Buy |
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|
2020
Q2 | $645K | Buy |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $758K | Buy |
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|
2019
Q3 | $658K | Buy |
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|
2019
Q2 | $421K | Buy |
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|
2016
Q3 | $41.9K | Sell |
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|
2016
Q2 | $31.6K | Buy |
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