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Aveo Capital Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Aveo Capital Partners’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
-8,918
Closed -$205K – 235
2024
Q4 		$205K Buy
+8,918
New +$203K 0.02% 331
2024
Q1 		– Sell
-10,290
Closed -$237K – 370
2023
Q4 		$237K Buy
+10,290
New +$229K 0.03% 301
2023
Q3 		– Sell
-16,365
Closed -$375K – 341
2023
Q2 		$375K Sell
16,365
-8,074
-33% -$187K 0.05% 244
2023
Q1 		$571K Buy
24,439
+4,613
+23% +$107K 0.08% 175
2022
Q4 		$450K Sell
19,826
-13,562
-41% -$308K 0.07% 202
2022
Q3 		$760K Buy
33,388
+3,167
+10% +$75K 0.13% 120
2022
Q2 		$722K Sell
30,221
-3,505
-10% -$84.3K 0.12% 138
2022
Q1 		$840K Sell
33,726
-127
-0.4% -$3.25K 0.15% 125
2021
Q4 		$903K Buy
33,853
+2,535
+8% +$67.1K 0.16% 121
2021
Q3 		$831K Sell
31,318
-3,305
-10% -$88.5K 0.17% 109
2021
Q2 		$921K Sell
34,623
-2,445
-7% -$64.5K 0.2% 105
2021
Q1 		$971K Buy
37,068
+15,383
+71% +$411K 0.24% 88
2020
Q4 		$591K Sell
21,685
-7,901
-27% -$218K 0.91% 30
2020
Q3 		$827K Buy
29,586
+7,901
+36% +$222K 0.3% 70
2020
Q2 		$607K Buy
21,685
+4,847
+29% +$136K 1.22% 20
2020
Q1 		$472K Sell
16,838
-2,766
-14% -$74.2K 0.23% 92
2019
Q4 		$509K Sell
19,604
-16,223
-45% -$424K 0.2% 107
2019
Q3 		$935K Sell
35,827
-84,830
-70% -$2.21M 0.39% 71
2019
Q2 		$3.1M Buy
+120,657
New +$3.05M 1.35% 15

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 $58.2B AUM 22.78% 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

Aveo Capital Partners's GOVT Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 8,918 shares — an estimated $205K sold.

Aveo Capital Partners first reported a position in GOVT in Q2 2019 and held it in 19 quarters. The position peaked at $3.1M in Q2 2019. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 8,918 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $205K.
  • Aveo Capital Partners first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 19 quarters.
  • Aveo Capital Partners's iShares US Treasury Bond ETF position peaked at $3.1M in Q2 2019.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.