NSIM
GOVT icon

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

North Star 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
2024
Q4 		– Sell
-780
Closed -$18.3K – 1241
2024
Q3 		$18.3K Buy
780
+658
+539% +$15.2K ﹤0.01% 741
2024
Q2 		$2.75K Sell
122
-382
-76% -$8.56K ﹤0.01% 1006
2024
Q1 		$11.5K Buy
504
+382
+313% +$8.68K ﹤0.01% 832
2023
Q4 		$2.81K Hold
122
– – ﹤0.01% 1012
2023
Q3 		$2.69K Buy
+122
New +$2.75K ﹤0.01% 1034
2022
Q4 		– Sell
-43
Closed -$1K – 1323
2022
Q3 		$1K Buy
+43
New +$1.02K ﹤0.01% 1077

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 $83.7B AUM 27.22% 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

North Star Investment Management's GOVT Position: Q4 2024 in Review

North Star Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 780 shares — an estimated $18.3K sold.

North Star Investment Management first reported a position in GOVT in Q3 2022 and held it in 6 quarters. The position peaked at $18.3K in Q3 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • North Star Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • North Star Investment Management sold 780 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $18.3K.
  • North Star Investment Management first reported a position in iShares US Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
  • North Star Investment Management's iShares US Treasury Bond ETF position peaked at $18.3K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.