Schwallier Wealth Sells Significant Stake in Treasury Bond ETF
Schwallier Wealth Management LLC sold 260,955 shares of the Invesco Equal Weight 0-30 Year Treasury ETF (GOVI), valued at approximately $7.21 million, reducing its stake to 0.88% of its AUM. The transaction reflects a 5.26% change in the firm's 13F reportable assets and places GOVI outside the fund's top five holdings.
Topics: ETF holdings GOVI portfolio changes Schwallier Wealth Management LLC SEC filing