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1WM
1900 Wealth Management’s
iShares US Treasury Bond ETF
GOVT
Stock Holding History
1900 Wealth Management’s Portfolio
GOVT Stock Details
GOVT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-9,548
Closed
-$219K
–
218
2024
Q4
$219K
Sell
9,548
-143
-1%
-$3.26K
0.02%
209
2024
Q3
$227K
Sell
9,691
-944
-9%
-$21.9K
0.02%
213
2024
Q2
$240K
Sell
10,635
-21,459
-67%
-$481K
0.02%
203
2024
Q1
$731K
Sell
32,094
-22,995
-42%
-$523K
0.07%
127
2023
Q4
$1.27M
Sell
55,089
-37,105
-40%
-$826K
0.12%
121
2023
Q3
$2.03M
Sell
92,194
-3,053
-3%
-$68.7K
0.2%
90
2023
Q2
$2.18M
Buy
95,247
+1,783
+2%
+$41.4K
0.22%
83
2023
Q1
$2.15M
Buy
93,464
+779
+0.8%
+$18K
0.23%
78
2022
Q4
$2.11M
Sell
92,685
-4,450
-5%
-$101K
0.23%
79
2022
Q3
$2.21M
Sell
97,135
-2,851
-3%
-$67.5K
0.26%
73
2022
Q2
$2.39M
Sell
99,986
-17,999
-15%
-$433K
0.26%
74
2022
Q1
$2.94M
Sell
117,985
-34,560
-23%
-$885K
0.28%
66
2021
Q4
$4.07M
Sell
152,545
-141,412
-48%
-$3.74M
0.37%
55
2021
Q3
$7.8M
Sell
293,957
-15,753
-5%
-$422K
0.76%
30
2021
Q2
$8.24M
Sell
309,710
-7,821
-2%
-$206K
0.79%
28
2021
Q1
$8.32K
Sell
317,531
-293,090
-48%
-$7.83M
0.63%
28
2020
Q4
$16.6M
Buy
+610,621
New
+$16.8M
1.94%
15
Other funds holding GOVT
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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