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AWM
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
–
1391
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
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
$59.6B AUM
29.42%
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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