Proquility Private Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Proquility Private 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	$5.63M	Buy	244,786 +33,702	+16%	+$764K	1.73%	18
2024 Q4	$4.85M	Sell	211,084 -33,275	-14%	-$759K	1.56%	19
2024 Q3	$5.73M	Buy	244,359 +20,358	+9%	+$471K	1.84%	16
2024 Q2	$5.06M	Buy	224,001 +3,907	+2%	+$87.6K	1.72%	18
2024 Q1	$5.01M	Buy	220,094 +39,768	+22%	+$904K	1.72%	19
2023 Q4	$4.15M	Buy	180,326 +137,078	+317%	+$3.05M	1.57%	18
2023 Q3	$953K	Sell	43,248 -44	-0.1%	-$990	0.39%	67
2023 Q2	$991K	Buy	43,292 +118	+0.3%	+$2.74K	0.39%	67
2023 Q1	$1.01M	Buy	+43,174	New	+$997K	0.4%	63

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

Proquility Private Wealth Partners's GOVT Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 16% in Q1 2025, buying an estimated $764K and bringing the position to 244,786 shares worth $5.63M. The position accounts for 1.73% of the portfolio, ranked #18.

Proquility Private Wealth Partners first reported a position in GOVT in Q1 2023 and has held it in 9 quarters since. The position peaked at $5.73M in Q3 2024. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

Proquility Private Wealth Partners held 244,786 shares of iShares US Treasury Bond ETF worth $5.63M as of Q1 2025.
Proquility Private Wealth Partners bought 33,702 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $764K.
iShares US Treasury Bond ETF made up 1.73% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #18 holding.
Proquility Private Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Proquility Private Wealth Partners's iShares US Treasury Bond ETF position peaked at $5.73M in Q3 2024.
790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.