Premier Path Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Premier Path Wealth Partners’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	-12,500	Closed	-$287K	–	378
2024 Q4	$287K	Sell	12,500 -8,003	-39%	-$183K	0.04%	311
2024 Q3	$481K	Buy	20,503 +3,438	+20%	+$79.6K	0.08%	234
2024 Q2	$385K	Sell	17,065 -7,745	-31%	-$174K	0.07%	258
2024 Q1	$547K	Sell	24,810 -620,704	-96%	-$14.1M	0.1%	194
2023 Q4	$14.9M	Buy	+645,514	New	+$14.4M	3.29%	4

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

Premier Path Wealth Partners's GOVT Position: Q1 2025 in Review

Premier Path Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 12,500 shares — an estimated $287K sold.

Premier Path Wealth Partners first reported a position in GOVT in Q4 2023 and held it in 5 quarters. The position peaked at $14.9M in Q4 2023. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

Premier Path Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 12,500 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $287K.
Premier Path Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
Premier Path Wealth Partners's iShares US Treasury Bond ETF position peaked at $14.9M in Q4 2023.
790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Premier Path Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.