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

Heirloom 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	-1,836,810	Closed	-$42.2M	–	45
2025 Q1	$42.2M	Buy	1,836,810 +123,930	+7%	+$2.81M	12.1%	2
2024 Q4	$39.4M	Sell	1,712,880 -45,486	-3%	-$1.04M	11.81%	2
2024 Q3	$41.2M	Buy	1,758,366 +45,201	+3%	+$1.05M	12.86%	2
2024 Q2	$38.7M	Buy	1,713,165 +206,885	+14%	+$4.64M	12.53%	2
2024 Q1	$34.3M	Buy	1,506,280 +186,731	+14%	+$4.24M	11.68%	2
2023 Q4	$30.4M	Sell	1,319,549 -272,049	-17%	-$6.06M	11.67%	1
2023 Q3	$35.1M	Buy	+1,591,598	New	+$35.8M	15.59%	1

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

Heirloom Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 1,836,810 shares — an estimated $42.2M sold.

Heirloom Wealth Management first reported a position in GOVT in Q3 2023 and held it in 7 quarters. The position peaked at $42.2M in Q1 2025. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

Heirloom Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Heirloom Wealth Management sold 1,836,810 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $42.2M.
Heirloom Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2023 and held it in 7 quarters.
Heirloom Wealth Management's iShares US Treasury Bond ETF position peaked at $42.2M in Q1 2025.
770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Heirloom Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.