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Hoese & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

Hoese & Co’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
2024
Q4 		– Sell
-871,845
Closed -$20.4M – 187
2024
Q3 		$20.4M Sell
871,845
-21,475
-2% -$497K 17.13% 1
2024
Q2 		$20M Buy
893,320
+101,071
+13% +$2.27M 17.47% 1
2024
Q1 		$17.9M Buy
792,249
+16,725
+2% +$380K 16.37% 2
2023
Q4 		$17.4M Buy
775,524
+9,991
+1% +$222K 17.04% 1
2023
Q3 		$16.9M Buy
765,533
+353,602
+86% +$7.96M 17.28% 1
2023
Q2 		$9.43M Buy
+411,931
New +$9.55M 8.86% 2

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hoese & Co's GOVT Position: Q4 2024 in Review

Hoese & Co sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 871,845 shares — an estimated $20.4M sold.

Hoese & Co first reported a position in GOVT in Q2 2023 and held it in 6 quarters. The position peaked at $20.4M in Q3 2024. 792 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Hoese & Co reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hoese & Co sold 871,845 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $20.4M.
  • Hoese & Co first reported a position in iShares US Treasury Bond ETF in Q2 2023 and held it in 6 quarters.
  • Hoese & Co's iShares US Treasury Bond ETF position peaked at $20.4M in Q3 2024.
  • 792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.