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

National Wealth Management Group, LLC

$150 Billion
Q4 2024

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 35,441 shares of GOVT stock, worth $802,029. This represents 0.54% of its overall portfolio holdings.

Number of Shares

35,441

Previous 33,290 6.46%

Holding current value

$802,029

Previous $781 Million 4.33%

% of portfolio

0.54%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

837

Shares Held

1.19B

Call Options Held

28K

Put Options Held

773K

View Full List

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