Evercore 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 | – | Sell |
|
|||||
|
2025
Q1 | $300K | Hold |
|
|||||
|
2024
Q4 | $299K | Hold |
|
|||||
|
2024
Q3 | $306K | Buy |
|
|||||
|
2024
Q2 | $210K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $141K | Hold |
|
|||||
|
2017
Q3 | $141K | Sell |
|
|||||
|
2017
Q2 | $235K | Buy |
|
|||||
|
2017
Q1 | $137K | Sell |
|
|||||
|
2016
Q4 | $413K | Buy |
|
|||||
|
2016
Q3 | $171K | Hold |
|
|||||
|
2016
Q2 | $172K | Buy |
|
|||||
|
2016
Q1 | $45K | Buy |
|