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Atticus Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Atticus 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
-99
Closed -$2.27K – 526
2024
Q4 		$2.27K Buy
99
+1
+1% +$23 ﹤0.01% 463
2024
Q3 		$2.29K Buy
98
+1
+1% +$23 ﹤0.01% 462
2024
Q2 		$2.19K Sell
97
-211
-69% -$4.73K ﹤0.01% 457
2024
Q1 		$7.02K Buy
308
+212
+221% +$4.82K ﹤0.01% 427
2023
Q4 		$2.21K Buy
+96
New +$2.14K ﹤0.01% 481
2023
Q3 		– Sell
-3
Closed -$69 – 593
2023
Q2 		$69 Hold
3
– – ﹤0.01% 575
2023
Q1 		$71 Hold
3
– – ﹤0.01% 535
2022
Q4 		$68 Sell
3
-3,568
-100% -$81.1K ﹤0.01% 524
2022
Q3 		$85K Hold
3,571
– – 0.04% 180
2022
Q2 		$85K Sell
3,571
-7,628
-68% -$184K 0.04% 200
2022
Q1 		$279K Buy
11,199
+9,854
+733% +$252K 0.1% 121
2021
Q4 		$36K Sell
1,345
-1
-0.1% -$26 0.01% 261
2021
Q3 		$36K Sell
1,346
-425
-24% -$11.4K 0.02% 271
2021
Q2 		$47K Sell
1,771
-908
-34% -$24K 0.02% 233
2021
Q1 		$70K Sell
2,679
-50,780
-95% -$1.36M 0.03% 182
2020
Q4 		$1.46M Buy
53,459
+220
+0.4% +$6.07K 0.73% 34
2020
Q3 		$1.49M Buy
53,239
+5,133
+11% +$144K 0.89% 25
2020
Q2 		$1.35M Buy
48,106
+47,868
+20,113% +$1.34M 0.89% 26
2020
Q1 		$7K Buy
+238
New +$6.39K 0.01% 245

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Atticus Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 99 shares — an estimated $2.27K sold.

Atticus Wealth Management first reported a position in GOVT in Q1 2020 and held it in 19 quarters. The position peaked at $1.49M in Q3 2020. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Atticus Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 99 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $2.27K.
  • Atticus Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 19 quarters.
  • Atticus Wealth Management's iShares US Treasury Bond ETF position peaked at $1.49M in Q3 2020.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.