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

Bison Wealth’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
2024
Q4 		$226K Sell
9,824
-65
-0.7% -$1.48K 0.05% 279
2024
Q3 		$232K Sell
9,889
-1,020
-9% -$23.6K 0.04% 367
2024
Q2 		$248K Hold
10,909
– – 0.04% 359
2024
Q1 		$248K Buy
10,909
+160
+1% +$3.64K 0.04% 359
2023
Q4 		$248K Buy
10,749
+34
+0.3% +$757 0.04% 350
2023
Q3 		$236K Sell
10,715
-588
-5% -$13.2K 0.05% 340
2023
Q2 		$259K Buy
+11,303
New +$262K 0.05% 316
2022
Q4 		– Sell
-30,970
Closed -$704K – 278
2022
Q3 		$704K Sell
30,970
-22,226
-42% -$527K 0.28% 112
2022
Q2 		$1.27M Buy
53,196
+20,788
+64% +$500K 0.73% 36
2022
Q1 		$807K Buy
+32,408
New +$830K 0.41% 62
2021
Q4 		– Sell
-1,146
Closed -$30K – 392
2021
Q3 		$30K Hold
1,146
– – 0.01% 348
2021
Q2 		$30K Hold
1,146
– – 0.01% 339
2021
Q1 		$30K Hold
1,146
– – 0.01% 342
2020
Q4 		$31K Buy
1,146
+667
+139% +$18.4K 0.01% 309
2020
Q3 		$13K Buy
+479
New +$13.4K 0.01% 305

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's GOVT Position: Q4 2024 in Review

Bison Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.66% in Q4 2024, selling an estimated $1.48K and leaving 9,824 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #279.

Bison Wealth first reported a position in GOVT in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.27M in Q2 2022. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Bison Wealth held 9,824 shares of iShares US Treasury Bond ETF worth $226K as of Q4 2024.
  • Bison Wealth sold 65 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $1.48K.
  • iShares US Treasury Bond ETF made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #279 holding.
  • Bison Wealth first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 15 quarters since.
  • Bison Wealth's iShares US Treasury Bond ETF position peaked at $1.27M in Q2 2022.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.