MHB
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Midwest Heritage Bank’s iShares US Treasury Bond ETF GOVT Stock Holding History

Midwest Heritage Bank’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
-10,034
Closed -$231K – 60
2024
Q4 		$231K Sell
10,034
-2,206
-18% -$50.3K 0.11% 49
2024
Q3 		$287K Buy
12,240
+14
+0.1% +$324 0.13% 46
2024
Q2 		$276K Sell
12,226
-24,962
-67% -$560K 0.14% 45
2024
Q1 		$847K Sell
37,188
-15,302
-29% -$348K 0.45% 26
2023
Q4 		$1.21M Sell
52,490
-354
-0.7% -$7.88K 0.82% 23
2023
Q3 		$1.16M Sell
52,844
-10,142
-16% -$228K 0.87% 23
2023
Q2 		$1.44M Sell
62,986
-4,837
-7% -$112K 1.09% 21
2023
Q1 		$1.59M Sell
67,823
-35,714
-34% -$825K 1.28% 19
2022
Q4 		$2.35M Sell
103,537
-10,427
-9% -$237K 2.28% 15
2022
Q3 		$2.59M Sell
113,964
-8,694
-7% -$206K 2.71% 12
2022
Q2 		$2.93M Sell
122,658
-15,398
-11% -$371K 2.65% 12
2022
Q1 		$3.44M Sell
138,056
-18,789
-12% -$481K 2.7% 12
2021
Q4 		$4.18M Buy
+156,845
New +$4.15M 4.06% 8

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

Midwest Heritage Bank's GOVT Position: Q1 2025 in Review

Midwest Heritage Bank sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 10,034 shares — an estimated $231K sold.

Midwest Heritage Bank first reported a position in GOVT in Q4 2021 and held it in 13 quarters. The position peaked at $4.18M in Q4 2021. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Midwest Heritage Bank reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Midwest Heritage Bank sold 10,034 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $231K.
  • Midwest Heritage Bank first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 13 quarters.
  • Midwest Heritage Bank's iShares US Treasury Bond ETF position peaked at $4.18M in Q4 2021.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Midwest Heritage Bank's 13F filing for Q1 2025, filed 2 May 2025.