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

Crestmont Private 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
2025
Q1 		– Sell
-376,928
Closed -$8.66M – 81
2024
Q4 		$8.66M Buy
376,928
+19,890
+6% +$454K 3.9% 8
2024
Q3 		$8.37M Buy
357,038
+17,986
+5% +$416K 3.66% 9
2024
Q2 		$7.65M Buy
339,052
+206,977
+157% +$4.64M 3.69% 9
2024
Q1 		$3.01M Sell
132,075
-14,920
-10% -$339K 1.49% 11
2023
Q4 		$3.39M Sell
146,995
-9,953
-6% -$222K 1.72% 11
2023
Q3 		$3.46M Sell
156,948
-2,377
-1% -$53.5K 2.12% 9
2023
Q2 		$3.65M Buy
159,325
+12,443
+8% +$289K 2.14% 9
2023
Q1 		$3.43M Buy
146,882
+141
+0.1% +$3.26K 2.24% 10
2022
Q4 		$3.33M Sell
146,741
-393
-0.3% -$8.93K 2.28% 10
2022
Q3 		$3.35M Buy
147,134
+3,900
+3% +$92.4K 2.54% 10
2022
Q2 		$3.42M Buy
143,234
+4,958
+4% +$119K 3.39% 9
2022
Q1 		$3.44M Buy
138,276
+3,957
+3% +$101K 3.27% 8
2021
Q4 		$3.58M Buy
+134,319
New +$3.56M 3.39% 7

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

Crestmont Private Wealth's GOVT Position: Q1 2025 in Review

Crestmont Private Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 376,928 shares — an estimated $8.66M sold.

Crestmont Private Wealth first reported a position in GOVT in Q4 2021 and held it in 13 quarters. The position peaked at $8.66M in Q4 2024. 792 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Crestmont Private Wealth reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Crestmont Private Wealth sold 376,928 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $8.66M.
  • Crestmont Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 13 quarters.
  • Crestmont Private Wealth's iShares US Treasury Bond ETF position peaked at $8.66M in Q4 2024.
  • 792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Crestmont Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.