GOVT ISHARES TR

Ownership history in BAILARD, INC.  ·  28 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in ISHARES TR (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
2.67% (2020 Q1)
Avg. % of fund
1.13%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,879,087 +319,691 +20.5% 0.96% $43.3M $22.90
2025 Q3 ADDED 1,559,396 +200,018 +14.7% 0.78% $36.1M $22.72
2025 Q2 REDUCED 1,359,378 -24,635 -1.8% 0.73% $31.2M $22.39
2025 Q1 ADDED 1,384,013 +452,542 +48.6% 0.82% $31.8M $22.20
2024 Q4 REDUCED 931,471 -195,580 -17.4% 0.55% $21.4M $22.06
2024 Q3 REDUCED 1,127,051 -519,705 -31.6% 0.69% $26.4M $22.27
2024 Q2 ADDED 1,646,756 +98,877 +6.4% 1.02% $37.2M $21.26
2024 Q1 ADDED 1,547,879 +110,069 +7.7% 0.97% $35.2M $21.28
2023 Q4 ADDED 1,437,810 +47,650 +3.4% 0.98% $33.1M $21.43
2023 Q3 REDUCED 1,390,160 -222,940 -13.8% 1.01% $30.6M $20.30
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOVT price (monthly, adj. close)
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