Heirloom Wealth Management Ishares U.S. Treasury Bond ETF Transaction History

Heirloom Wealth Management

$330 Million
Q1 2025

A detailed history of Heirloom Wealth Management transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Heirloom Wealth Management holds 1,836,810 shares of GOVT stock, worth $41.8 Million. This represents 12.81% of its overall portfolio holdings.

Number of Shares

1,836,810

Previous 1,712,880 7.24%

Holding current value

$41.8 Million

Previous $39.4 Million 7.28%

% of portfolio

12.81%

Previous 12.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$22.25 - $23.0 $2.76 Million - $2.85 Million	123,930 Added 7.24%	1,836,810 $42.2 Million
Q4 2024 Jan 22, 2025	SELL	$22.39 - $23.45 $1.02 Million - $1.07 Million	-45,486 Reduced 2.59%	1,712,880 $39.4 Million
Q3 2024 Oct 16, 2024	BUY	$22.38 - $23.66 $1.01 Million - $1.07 Million	45,201 Added 2.64%	1,758,366 $41.2 Million
Q2 2024 Jul 31, 2024	BUY	$22.12 - $22.75 $4.58 Million - $4.71 Million	206,885 Added 13.73%	1,713,165 $38.7 Million
Q1 2024 Apr 24, 2024	BUY	$22.51 - $23.08 $4.2 Million - $4.31 Million	186,731 Added 14.15%	1,506,280 $34.3 Million
Q4 2023 Jan 31, 2024	SELL	$21.6 - $23.13 $5.88 Million - $6.29 Million	-272,049 Reduced 17.09%	1,319,549 $30.4 Million
Q3 2023 Oct 23, 2023	BUY	$21.99 - $23.01 $35 Million - $36.6 Million	1,591,598 New	1,591,598 $35.1 Million

Others Institutions Holding GOVT

# of Institutions

867

Shares Held

1.08B

Call Options Held

Put Options Held

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About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

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Heirloom Wealth Management Ishares U.S. Treasury Bond ETF Transaction History