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	-13,031	Closed	-$300K	–	417
2025 Q1	$300K	Hold	13,031	–	–	﹤0.01%	341
2024 Q4	$299K	Hold	13,031	–	–	﹤0.01%	343
2024 Q3	$306K	Buy	13,031 +3,721	+40%	+$86.2K	﹤0.01%	338
2024 Q2	$210K	Buy	+9,310	New	+$209K	﹤0.01%	390
2018 Q1	–	Sell	-5,604	Closed	-$141K	–	519
2017 Q4	$141K	Hold	5,604	–	–	0.01%	409
2017 Q3	$141K	Sell	5,604 -3,700	-40%	-$93.7K	0.01%	407
2017 Q2	$235K	Buy	9,304 +3,842	+70%	+$97K	0.01%	342
2017 Q1	$137K	Sell	5,462 -11,102	-67%	-$277K	0.01%	425
2016 Q4	$413K	Buy	16,564 +10,006	+153%	+$254K	0.02%	269
2016 Q3	$171K	Hold	6,558	–	–	0.01%	402
2016 Q2	$172K	Buy	6,558 +4,796	+272%	+$124K	0.01%	383
2016 Q1	$45K	Buy	+1,762	New	+$45.1K	﹤0.01%	587