GOVT — ISHARES U S

Ownership history in ADE, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which ADE, LLC reported a position in ISHARES U S (GOVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.98% (2022 Q3)
Avg. % of fund
0.9%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 62,104 +6,756 +12.2% 0.69% $1.4M $22.90
2025 Q3 ADDED 55,348 +8,124 +17.2% 0.65% $1.3M $22.72
2025 Q2 ADDED 47,224 +4,172 +9.7% 0.58% $1.1M $22.39
2025 Q1 ADDED 43,052 +1,454 +3.5% 0.57% $990K $22.20
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOVT price (monthly, adj. close)

Other funds also holding GOVT

As of 2025 Q4 — sorted by position size

Jordan Park Group LLC 3Y 7Y 25.09% Morningstar Investment Management LLC 3Y 7Y 14.55% Brueske Advisory Services, LLC 13.82% Fund Evaluation Group, LLC 3Y 7Y 12.88% Dodds Wealth, LLC 11.33% Cook Wealth, LLC 3Y 8.7% SYM FINANCIAL Corp 3Y 7Y 8.41% Envision Financial Planning, LLC 7.55% Topel & Distasi Wealth Management, LLC 3Y 7.19% Verum Partners LLC 3Y 6.94%
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