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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.7K Buy
854
+797
+1,398% +$18.1K 0.22% 144
2025
Q1
$1.31K Hold
57
﹤0.01% 509
2024
Q4
$1.31K Buy
+57
New +$1.3K ﹤0.01% 523

Other funds holding GOVT

Capital A Wealth Management's GOVT Position: Q2 2025 in Review

Capital A Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 1,398% in Q2 2025, buying an estimated $18.1K and bringing the position to 854 shares worth $19.7K. The position accounts for 0.22% of the portfolio, ranked #144.

Capital A Wealth Management first reported a position in GOVT in Q4 2024 and has held it in 3 quarters since. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Capital A Wealth Management held 854 shares of iShares US Treasury Bond ETF worth $19.7K as of Q2 2025.
  • Capital A Wealth Management bought 797 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $18.1K.
  • iShares US Treasury Bond ETF made up 0.22% of Capital A Wealth Management's portfolio in Q2 2025, its #144 holding.
  • Capital A Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.