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

Evercore Wealth Management’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 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

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Evercore Wealth Management's GOVT Position: Q2 2025 in Review

Evercore Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 13,031 shares — an estimated $300K sold.

Evercore Wealth Management first reported a position in GOVT in Q1 2016 and held it in 12 quarters. The position peaked at $413K in Q4 2016. 772 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

Evercore Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Evercore Wealth Management sold 13,031 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $300K.
Evercore Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2016 and held it in 12 quarters.
Evercore Wealth Management's iShares US Treasury Bond ETF position peaked at $413K in Q4 2016.
772 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Evercore Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.