A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 38,425 shares of GOVT stock, worth $861,488. This represents 0.41% of its overall portfolio holdings.

Number of Shares
38,425
Previous 38,809 0.99%
Holding current value
$861,488
Previous $875,000 2.97%
% of portfolio
0.41%
Previous 0.37%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$22.38 - $23.66 $8,593 - $9,085
-384 Reduced 0.99%
38,425 $901,000
Q2 2024

Jul 18, 2024

SELL
$22.12 - $22.75 $42,204 - $43,407
-1,908 Reduced 4.69%
38,809 $875,000
Q1 2024

May 09, 2024

SELL
$22.51 - $23.08 $1.06 Million - $1.08 Million
-46,893 Reduced 53.52%
40,717 $927,000
Q4 2023

Jan 10, 2024

BUY
$21.6 - $23.13 $559,483 - $599,113
25,902 Added 41.98%
87,610 $2.02 Million
Q3 2023

Oct 10, 2023

SELL
$21.99 - $23.01 $341,350 - $357,184
-15,523 Reduced 20.1%
61,708 $1.36 Million
Q2 2023

Jul 20, 2023

SELL
$22.87 - $23.59 $452,231 - $466,468
-19,774 Reduced 20.38%
77,231 $1.77 Million
Q1 2023

Apr 12, 2023

SELL
$22.54 - $23.5 $199,839 - $208,351
-8,866 Reduced 8.37%
97,005 $2.27 Million
Q4 2022

Jan 26, 2023

SELL
$22.18 - $23.3 $466,933 - $490,511
-21,052 Reduced 16.59%
105,871 $0
Q3 2022

Oct 20, 2022

SELL
$22.58 - $24.36 $639,939 - $690,386
-28,341 Reduced 18.25%
126,923 $2.89 Million
Q2 2022

Jul 28, 2022

SELL
$23.28 - $24.82 $1.81 Million - $1.93 Million
-77,799 Reduced 33.38%
155,264 $3.71 Million
Q1 2022

Apr 27, 2022

BUY
$24.71 - $26.22 $2.37 Million - $2.52 Million
96,082 Added 70.14%
233,063 $5.81 Million
Q4 2021

Feb 08, 2022

BUY
$26.24 - $26.74 $1.74 Million - $1.78 Million
66,450 Added 94.21%
136,981 $3.66 Million
Q3 2021

Nov 02, 2021

SELL
$26.48 - $26.97 $357,718 - $364,337
-13,509 Reduced 16.07%
70,531 $1.87 Million
Q2 2021

Jul 30, 2021

BUY
$26.19 - $26.61 $672,113 - $682,892
25,663 Added 43.96%
84,040 $2.24 Million
Q1 2021

Apr 28, 2021

SELL
$26.12 - $27.38 $389,109 - $407,879
-14,897 Reduced 20.33%
58,377 $1.53 Million
Q4 2020

Feb 03, 2021

BUY
$27.24 - $27.93 $2 Million - $2.05 Million
73,274 New
73,274 $2 Million

Others Institutions Holding GOVT

About ISHARES U.S. TREASURY BOND ETF


  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.