WealthShield Partners, LLC GOVT — ISHARES TR

Ownership history in WealthShield Partners, LLC  ·  34 quarters on record

AI Ownership Summary

WealthShield Partners, LLC reported ISHARES TR (GOVT) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows GOVT at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthShield Partners, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOVT was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOVT stock page WealthShield Partners, LLC fund profile WealthShield Partners, LLC full holdings
How WealthShield Partners, LLC held GOVT — position size vs. price
% of Fund (quarterly)    GOVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 199,493 +155,238 +350.8% 0.51% $4.6M 2026-05-01 $22.78
2025 Q4 ADDED — — — 44,255 +894 +2.1% 0.11% $1.0M 2026-02-03 $22.74
2025 Q3 ADDED — — — 43,361 +1,995 +4.8% 0.11% $1.0M 2025-10-31 $22.73
2025 Q2 REDUCED 26.0% +1.5% ❌ 41,366 -14,530 -26.0% 0.11% $951K 2025-08-08 $22.30
2025 Q1 ADDED — — — 55,896 +18,944 +51.3% 0.16% $1.3M 2025-05-09 $21.95
2024 Q4 ADDED — — — 36,952 +1,262 +3.5% 0.12% $849K 2025-02-04 $21.60
2024 Q3 REDUCED — — — 35,690 -69 -0.2% 0.11% $837K 2024-11-04 $21.61
2024 Q2 ADDED — — — 35,759 +709 +2.0% 0.12% $807K 2024-07-26 $21.42
2024 Q1 ADDED — — — 35,050 +3,680 +11.7% 0.13% $798K 2024-04-29 $20.69
2023 Q4 REDUCED 63.7% -1.6% ✅ 31,370 -54,938 -63.7% 0.12% $723K 2024-01-23 $21.04
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GOVT

As of 2026 Q1 — sorted by position size

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.17% SOL Capital Management CO 3Y 7Y 8.7% STOLZ & ASSOCIATES, PS 7.43% Verum Partners LLC 3Y 6.76% DDFG, Inc 3Y 6.2% Peak Wealth Management LLC 6.02% Roberts Financial Services LLC 3Y 7Y 5.94% Henderson Brothers Financial Partners, LLC 5.84% Madson Wealth Advisors Inc 5.76% Snider Financial Group 3Y 5.08%

FAQ About WealthShield Partners, LLC and GOVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has WealthShield Partners, LLC reported owning GOVT?

WealthShield Partners, LLC reported GOVT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GOVT position in WealthShield Partners, LLC's portfolio?

The largest reported portfolio weight for GOVT was 0.51% in 2026 Q1.

What is the latest reported GOVT position on this page?

The most recent filing on this page is 2026 Q1, when WealthShield Partners, LLC reported 199,493 shares, equal to 0.51% of portfolio, with an estimated market value of $4.6M.

What does the chart on this GOVT ownership page compare?

The chart compares WealthShield Partners, LLC's quarterly GOVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WealthShield Partners, LLC time their GOVT position?

Based on 13F filing dates vs. subsequent GOVT price moves, WealthShield Partners, LLC correctly timed 19 out of 32 reported position changes (59%). The annualised alpha on GOVT relative to SPY over the holding period was -11.4%.

← Back to WealthShield Partners, LLC Holdings