SEC 13F Intelligence

Olde Wealth Management, LLC / GOVT

Olde Wealth Management, LLC’s Ishares Tr Position

Does Olde Wealth Management, LLC own Ishares Tr (GOVT)? Yes182.8K shares worth $4M (+1.32% of its 13F portfolio) as of Q1 2026, up from 178.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
182.8K
% of Portfolio
+1.32%
Quarters Held
21
currently held

Position History GOVT

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ3 ’21Q4 ’21: $5MQ1 ’22: $5MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026182.8K$4M+1.32%
Q4 2025178.0K$4M+1.26%
Q3 2025173.0K$4M+1.23%
Q1 2025155.9K$4M+1.26%
Q4 2024158.3K$4M+1.30%
Q3 2024142.6K$3M+1.20%
Q2 2024130.9K$3M+1.13%
Q1 2024123.7K$3M+1.31%
Q4 2023124.3K$3M+1.24%
Q3 2023112.0K$2M+1.20%
Q2 2023111.3K$3M+1.17%
Q1 2023176.7K$4M+2.05%
Q4 2022178.3K$4M+2.19%
Q3 2022222.3K$5M+3.16%
Q2 2022200.4K$5M+2.87%
Q1 2022193.1K$5M+2.51%
Q4 2021187.9K$5M+2.54%
Q3 2021181.8K$5M+2.76%
Q2 2021181.9K$5M+2.84%
Q1 2021173.8K$5M+2.97%
Q4 2020155.3K$4M+3.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of GOVT.