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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,914 shares of GOVT stock, worth $482,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,914

Previous 25,374 17.58%

Holding current value

$482,904

Previous $583 Million 17.08%

% of portfolio

0.03%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$22.64 - $23.22 $100,974 - $103,561	-4,460 Reduced 17.58%	20,914 $484 Million
Q2 2025 Jul 23, 2025	SELL	$22.54 - $23.17 $245,933 - $252,807	-10,911 Reduced 30.07%	25,374 $583 Million
Q1 2025 Jul 25, 2025	SELL	$22.25 - $23.0 $13,216 - $13,662	-594 Reduced 2.34%	24,780 $570 Million
Q1 2025 Apr 21, 2025	SELL	$22.25 - $23.0 $945,892 - $977,776	-42,512 Reduced 53.95%	36,285 $834 Million
Q4 2024 Jan 22, 2025	BUY	$22.39 - $23.45 $130,914 - $137,112	5,847 Added 8.02%	78,797 $1.81 Billion

Q3 2024 Oct 21, 2024	BUY	$22.38 - $23.66 $110,333 - $116,643	4,930 Added 7.25%	72,950 $1.71 Billion
Q2 2024 Jul 09, 2024	SELL	$22.12 - $22.75 $38,886 - $39,994	-1,758 Reduced 2.52%	68,020 $1.54 Billion
Q1 2024 Apr 15, 2024	SELL	$22.51 - $23.08 $559,958 - $574,138	-24,876 Reduced 26.28%	69,778 $1.59 Billion
Q4 2023 Jan 16, 2024	BUY	$21.6 - $23.13 $1.62 Million - $1.73 Million	74,963 Added 380.7%	94,654 $2.18 Billion
Q3 2023 Oct 23, 2023	BUY	$21.99 - $23.01 $433,005 - $453,089	19,691 New	19,691 $2.04 Billion

Others Institutions Holding GOVT

# of Institutions

886

Shares Held

1.24B

Call Options Held

Put Options Held

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About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

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