FourThought Financial Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

FourThought Financial Partners’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	-37,120	Closed	-$853K	–	323
2024 Q4	$853K	Hold	37,120	–	–	0.09%	144
2024 Q3	$870K	Hold	37,120	–	–	0.1%	113
2024 Q2	$838K	Hold	37,120	–	–	0.11%	121
2024 Q1	$845K	Hold	37,120	–	–	0.1%	151
2023 Q4	$855K	Hold	37,120	–	–	0.11%	142
2023 Q3	$818K	Sell	37,120 -2,249	-6%	-$50.6K	0.11%	136
2023 Q2	$902K	Buy	39,369 +1,636	+4%	+$37.9K	0.12%	134
2023 Q1	$882K	Buy	37,733 +2,270	+6%	+$52.4K	0.12%	133
2022 Q4	$806K	Buy	+35,463	New	+$806K	0.12%	134

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FourThought Financial Partners's GOVT Position: Q1 2025 in Review

FourThought Financial Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 37,120 shares — an estimated $853K sold.

FourThought Financial Partners first reported a position in GOVT in Q4 2022 and held it in 9 quarters. The position peaked at $902K in Q2 2023. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

FourThought Financial Partners reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
FourThought Financial Partners sold 37,120 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $853K.
FourThought Financial Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
FourThought Financial Partners's iShares US Treasury Bond ETF position peaked at $902K in Q2 2023.
790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on FourThought Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.