1WM
GOVT icon

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 		$8.32M 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1900 Wealth Management's GOVT Position: Q1 2025 in Review

1900 Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 9,548 shares — an estimated $219K sold.

1900 Wealth Management first reported a position in GOVT in Q4 2020 and held it in 17 quarters. The position peaked at $16.6M in Q4 2020. 792 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • 1900 Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • 1900 Wealth Management sold 9,548 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $219K.
  • 1900 Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 17 quarters.
  • 1900 Wealth Management's iShares US Treasury Bond ETF position peaked at $16.6M in Q4 2020.
  • 792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on 1900 Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.