National Wealth Management Group, LLC Ishares U.S. Treasury Bond ETF Transaction History

National Wealth Management Group, LLC

$152 Billion
Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 41,018 shares of GOVT stock, worth $938,902. This represents 0.62% of its overall portfolio holdings.

Number of Shares

41,018

Previous 35,441 15.74%

Holding current value

$938,902

Previous $814 Million 15.76%

% of portfolio

0.62%

Previous 0.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$22.25 - $23.0 $124,088 - $128,271	5,577 Added 15.74%	41,018 $943 Million
Q4 2024 Feb 12, 2025	BUY	$22.39 - $23.45 $48,160 - $50,440	2,151 Added 6.46%	35,441 $814 Million
Q3 2024 Nov 13, 2024	BUY	$22.38 - $23.66 $79,739 - $84,300	3,563 Added 11.99%	33,290 $781 Million
Q2 2024 Aug 09, 2024	BUY	$22.12 - $22.75 $65,276 - $67,135	2,951 Added 11.02%	29,727 $671 Million
Q1 2024 May 17, 2024	BUY	$22.51 - $23.08 $74,530 - $76,417	3,311 Added 14.11%	26,776 $610 Million
Q4 2023 Feb 01, 2024	BUY	$21.6 - $23.13 $80,719 - $86,436	3,737 Added 18.94%	23,465 $541 Million
Q3 2023 Nov 13, 2023	SELL	$21.99 - $23.01 $857 - $897	-39 Reduced 0.2%	19,728 $435 Million
Q2 2023 Aug 09, 2023	BUY	$22.87 - $23.59 $9,125 - $9,412	399 Added 2.06%	19,767 $448 Million
Q1 2023 May 15, 2023	BUY	$22.54 - $23.5 $436,554 - $455,148	19,368 New	19,368 $453 Million

Others Institutions Holding GOVT

# of Institutions

858

Shares Held

1.09B

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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National Wealth Management Group, LLC Ishares U.S. Treasury Bond ETF Transaction History