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Sawyer & Company’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sawyer & Company’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
-347
Closed -$8K – 180
2024
Q4 		$8K Hold
347
– – ﹤0.01% 156
2024
Q3 		$8K Buy
+347
New +$8.04K ﹤0.01% 164
2023
Q3 		– Sell
-556
Closed -$13K – 194
2023
Q2 		$13K Hold
556
– – 0.01% 146
2023
Q1 		$13K Sell
556
-556
-50% -$12.8K 0.01% 151
2022
Q4 		$25K Buy
+1,112
New +$25.3K 0.01% 144

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

Sawyer & Company's GOVT Position: Q1 2025 in Review

Sawyer & Company sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 347 shares — an estimated $8K sold.

Sawyer & Company first reported a position in GOVT in Q4 2022 and held it in 5 quarters. The position peaked at $25K in Q4 2022. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Sawyer & Company reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sawyer & Company sold 347 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $8K.
  • Sawyer & Company first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
  • Sawyer & Company's iShares US Treasury Bond ETF position peaked at $25K in Q4 2022.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Sawyer & Company's 13F filing for Q1 2025, filed 22 Apr 2025.