Wick Capital Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wick Capital 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 Q2	–	Sell	-12,579	Closed	-$289K	–	109
2025 Q1	$289K	Buy	+12,579	New	+$285K	0.09%	82
2024 Q1	–	Sell	-12,699	Closed	-$293K	–	44
2023 Q4	$293K	Sell	12,699 -1,107	-8%	-$24.6K	0.12%	53
2023 Q3	$304K	Buy	+13,806	New	+$311K	0.17%	51
2023 Q2	–	Sell	-14,763	Closed	-$345K	–	53
2023 Q1	$345K	Sell	14,763 -4,432	-23%	-$102K	0.2%	50
2022 Q4	$436K	Buy	+19,195	New	+$436K	0.24%	38
2022 Q1	–	Sell	-105,388	Closed	-$2.81M	–	61
2021 Q4	$2.81M	Buy	+105,388	New	+$2.79M	2.18%	9

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Wick Capital Partners's GOVT Position: Q2 2025 in Review

Wick Capital Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 12,579 shares — an estimated $289K sold.

Wick Capital Partners first reported a position in GOVT in Q4 2021 and held it in 6 quarters. The position peaked at $2.81M in Q4 2021. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

Wick Capital Partners reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Wick Capital Partners sold 12,579 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $289K.
Wick Capital Partners first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 6 quarters.
Wick Capital Partners's iShares US Treasury Bond ETF position peaked at $2.81M in Q4 2021.
770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Wick Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.