Invera Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History

Invera Wealth Advisors, LLC

$146 Million
Q4 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 33,139 shares of GOVT stock, worth $765,179. This represents 0.52% of its overall portfolio holdings.

Number of Shares

33,139

Previous 27,913 18.72%

Holding current value

$765,179

Previous $645,000 18.6%

% of portfolio

0.52%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$23.04 - $23.36 $120,407 - $122,079	5,226 Added 18.72%	33,139 $765,000
Q3 2025 Oct 29, 2025	SELL	$22.64 - $23.22 $14,716 - $15,093	-650 Reduced 2.28%	27,913 $645,000
Q1 2025 May 02, 2025	BUY	$22.25 - $23.0 $48,772 - $50,416	2,192 Added 8.31%	28,563 $656,000
Q4 2024 Feb 03, 2025	BUY	$22.39 - $23.45 $250,163 - $262,006	11,173 Added 73.52%	26,371 $606,000
Q2 2024 Aug 06, 2024	SELL	$22.12 - $22.75 $35,480 - $36,491	-1,604 Reduced 9.55%	15,198 $343,000

Q1 2024 Apr 22, 2024	BUY	$22.51 - $23.08 $10,849 - $11,124	482 Added 2.95%	16,802 $382,000
Q4 2023 Apr 22, 2024	SELL	$21.6 - $23.13 $10,411 - $11,148	-482 Reduced 2.87%	16,320 $376 Million
Q4 2023 Jan 16, 2024	BUY	$21.6 - $23.13 $352,512 - $377,481	16,320 New	16,320 $376,000

Others Institutions Holding GOVT

# of Institutions

893

Shares Held

1.25B

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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Invera Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History