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FWL Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

FWL Investment 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
Q1 		– Sell
-3
Closed -$69 – 307
2024
Q4 		$69 Hold
3
– – ﹤0.01% 307
2024
Q3 		$70 Hold
3
– – ﹤0.01% 295
2024
Q2 		$68 Hold
3
– – ﹤0.01% 236
2024
Q1 		$68 Hold
3
– – ﹤0.01% 227
2023
Q4 		$69 Hold
3
– – ﹤0.01% 233
2023
Q3 		$66 Buy
+3
New +$68 ﹤0.01% 192
2023
Q1 		– Sell
-3
Closed -$68 – 120
2022
Q4 		$68 Buy
+3
New +$68 ﹤0.01% 188

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FWL Investment Management's GOVT Position: Q1 2025 in Review

FWL Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 3 shares — an estimated $69 sold.

FWL Investment Management first reported a position in GOVT in Q4 2022 and held it in 7 quarters. The position peaked at $70 in Q3 2024. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • FWL Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • FWL Investment Management sold 3 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $69.
  • FWL Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
  • FWL Investment Management's iShares US Treasury Bond ETF position peaked at $70 in Q3 2024.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.