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

Avior 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
-6,193
Closed -$142K – 1389
2024
Q4 		$142K Sell
6,193
-1,087
-15% -$24.8K 0.01% 797
2024
Q3 		$171K Buy
7,280
+3,105
+74% +$71.9K 0.01% 740
2024
Q2 		$94.2K Buy
4,175
+3,343
+402% +$75K ﹤0.01% 881
2024
Q1 		$18.9K Buy
832
+804
+2,871% +$18.3K ﹤0.01% 1632
2023
Q4 		$645 Sell
28
-49
-64% -$1.09K ﹤0.01% 1410
2023
Q3 		$1.7K Hold
77
– – ﹤0.01% 1397
2023
Q2 		$1.76K Sell
77
-78
-50% -$1.81K ﹤0.01% 1364
2023
Q1 		$3.62K Hold
155
– – ﹤0.01% 1289
2022
Q4 		$3.52K Sell
155
-4,516
-97% -$103K ﹤0.01% 997
2022
Q3 		$106K Buy
4,671
+4,445
+1,967% +$105K 0.01% 517
2022
Q2 		$5K Sell
226
-156
-41% -$3.75K ﹤0.01% 854
2022
Q1 		$9K Sell
382
-585
-60% -$15K ﹤0.01% 841
2021
Q4 		$25K Sell
967
-428
-31% -$11.3K ﹤0.01% 669
2021
Q3 		$37K Sell
1,395
-2,013
-59% -$53.9K ﹤0.01% 589
2021
Q2 		$90K Buy
3,408
+1,678
+97% +$44.3K 0.01% 476
2021
Q1 		$45K Buy
1,730
+1,276
+281% +$34.1K ﹤0.01% 531
2020
Q4 		$12K Sell
454
-5,584
-92% -$154K ﹤0.01% 683
2020
Q3 		$168K Sell
6,038
-6,614
-52% -$185K 0.02% 389
2020
Q2 		$354K Sell
12,652
-143,448
-92% -$4.01M 0.06% 308
2020
Q1 		$4.37M Buy
+156,100
New +$4.19M 0.86% 28

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

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

Avior Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 6,193 shares — an estimated $142K sold.

Avior Wealth Management first reported a position in GOVT in Q1 2020 and held it in 20 quarters. The position peaked at $4.37M in Q1 2020. 792 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,193 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $142K.
  • Avior Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 20 quarters.
  • Avior Wealth Management's iShares US Treasury Bond ETF position peaked at $4.37M in Q1 2020.
  • 792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.