Northwest & Ethical Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

Northwest & Ethical Investments’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	-421,230	Closed	-$9.68M	–	496
2024 Q4	$9.68M	Sell	421,230 -64,970	-13%	-$1.48M	0.26%	123
2024 Q3	$11.4M	Hold	486,200	–	–	0.3%	113
2024 Q2	$11M	Buy	486,200 +42,000	+9%	+$942K	0.31%	107
2024 Q1	$10.1M	Buy	+444,200	New	+$10.1M	0.29%	113
2022 Q3	–	Sell	-300,700	Closed	-$7.19M	–	416
2022 Q2	$7.19M	Buy	+300,700	New	+$7.24M	0.27%	116
2021 Q4	–	Sell	-108,800	Closed	-$2.89M	–	416
2021 Q3	$2.89M	Buy	+108,800	New	+$2.91M	0.09%	210

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northwest & Ethical Investments's GOVT Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 421,230 shares — an estimated $9.68M sold.

Northwest & Ethical Investments first reported a position in GOVT in Q3 2021 and held it in 6 quarters. The position peaked at $11.4M in Q3 2024. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

Northwest & Ethical Investments reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Northwest & Ethical Investments sold 421,230 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $9.68M.
Northwest & Ethical Investments first reported a position in iShares US Treasury Bond ETF in Q3 2021 and held it in 6 quarters.
Northwest & Ethical Investments's iShares US Treasury Bond ETF position peaked at $11.4M in Q3 2024.
790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.