GOVT β€” ISHARES TR

Ownership history in Wise Wealth Partners  Β·  6 quarters on record

AI Ownership Summary

Wise Wealth Partners reported ISHARES TR (GOVT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 16.76% in 2024 Q4. The latest visible filing shows GOVT at 0.87% 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.

What this GOVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wise Wealth Partners'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 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.76% in 2024 Q4

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

Time in book
Holding Window
2024 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.

How Wise Wealth Partners held GOVT β€” position size vs. price
% of Fund (quarterly)    GOVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 27,953 +437 +1.6% 0.87% $640K 2026-04-21 $22.90
2025 Q4 REDUCED 27,516 -34,374 -55.5% 0.91% $634K 2026-01-29 $22.84
2025 Q3 REDUCED 61,890 -5,516 -8.2% 2.18% $1.4M 2025-10-24 $22.91
2025 Q2 REDUCED 67,406 -127,744 -65.5% 2.59% $1.5M 2025-07-23 $22.18
2025 Q1 REDUCED 195,150 -100,478 -34.0% 10.72% $4.5M 2025-04-25 $22.13
2024 Q4 INITIATED 295,628 β€” β€” 16.76% $6.8M 2025-02-14 $21.73

FAQ About Wise Wealth Partners and GOVT

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

How long has Wise Wealth Partners reported owning GOVT?

Wise Wealth Partners reported GOVT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GOVT position in Wise Wealth Partners's portfolio?

The largest reported portfolio weight for GOVT was 16.76% in 2024 Q4.

What is the latest reported GOVT position on this page?

The most recent filing on this page is 2026 Q1, when Wise Wealth Partners reported 27,953 shares, equal to 0.87% of portfolio, with an estimated market value of $640K.

What does the chart on this GOVT ownership page compare?

The chart compares Wise Wealth Partners'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.

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