IWN
GOVT icon

Independent Wealth Network’s iShares US Treasury Bond ETF GOVT Stock Holding History

Independent Wealth Network’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
-28,757
Closed -$674K – 242
2024
Q3 		$674K Sell
28,757
-2,473
-8% -$57.3K 0.3% 86
2024
Q2 		$705K Sell
31,230
-906
-3% -$20.3K 0.33% 81
2024
Q1 		$732K Sell
32,136
-166
-0.5% -$3.77K 0.34% 77
2023
Q4 		$744K Sell
32,302
-329
-1% -$7.32K 0.39% 70
2023
Q3 		$719K Sell
32,631
-1,044
-3% -$23.5K 0.44% 55
2023
Q2 		$771K Buy
33,675
+11,527
+52% +$267K 0.46% 55
2023
Q1 		$518K Buy
22,148
+751
+4% +$17.3K 0.33% 72
2022
Q4 		$486K Buy
21,397
+1,710
+9% +$38.9K 0.33% 69
2022
Q3 		$448K Buy
19,687
+5,664
+40% +$134K 0.35% 70
2022
Q2 		$335K Buy
+14,023
New +$337K 0.24% 112

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Wealth Network's GOVT Position: Q4 2024 in Review

Independent Wealth Network sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 28,757 shares — an estimated $674K sold.

Independent Wealth Network first reported a position in GOVT in Q2 2022 and held it in 10 quarters. The position peaked at $771K in Q2 2023. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Independent Wealth Network reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Wealth Network sold 28,757 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $674K.
  • Independent Wealth Network first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
  • Independent Wealth Network's iShares US Treasury Bond ETF position peaked at $771K in Q2 2023.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Independent Wealth Network's 13F filing for Q4 2024, filed 17 Jan 2025.