Access Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Access Financial Services’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-203,708	Closed	-$4.68M	–	104
2025 Q2	$4.68M	Buy	203,708 +5,681	+3%	+$129K	1.77%	11
2025 Q1	$4.55M	Sell	198,027 -105,315	-35%	-$2.39M	1.83%	10
2024 Q4	$6.97M	Sell	303,342 -373,704	-55%	-$8.53M	3.11%	9
2024 Q3	$15.9M	Sell	677,046 -19,826	-3%	-$459K	7.28%	2
2024 Q2	$15.7M	Sell	696,872 -39,154	-5%	-$878K	7.15%	3
2024 Q1	$16.8M	Buy	736,026 +51,737	+8%	+$1.18M	7.49%	3
2023 Q4	$15.8M	Sell	684,289 -73,306	-10%	-$1.63M	8.12%	2
2023 Q3	$16.7M	Sell	757,595 -4,186	-0.5%	-$94.2K	10%	2
2023 Q2	$17.4M	Buy	761,781 +15,488	+2%	+$359K	10.17%	2
2023 Q1	$17.4M	Buy	746,293 +34,981	+5%	+$808K	10.61%	2
2022 Q4	$16.2M	Sell	711,312 -11,148	-2%	-$253K	9.87%	2
2022 Q3	$16.4M	Buy	722,460 +2,605	+0.4%	+$61.7K	10.65%	3
2022 Q2	$17.2M	Buy	719,855 +64,416	+10%	+$1.55M	9.84%	3
2022 Q1	$16.3M	Buy	655,439 +11,090	+2%	+$284K	7.76%	3
2021 Q4	$17.2M	Buy	+644,349	New	+$17.1M	7.73%	3

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Access Financial Services's GOVT Position: Q3 2025 in Review

Access Financial Services sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2025, closing a stake of 203,708 shares — an estimated $4.68M sold.

Access Financial Services first reported a position in GOVT in Q4 2021 and held it in 15 quarters. The position peaked at $17.4M in Q1 2023. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

Access Financial Services reported no remaining iShares US Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Access Financial Services sold 203,708 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $4.68M.
Access Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 15 quarters.
Access Financial Services's iShares US Treasury Bond ETF position peaked at $17.4M in Q1 2023.
787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Access Financial Services's 13F filing for Q3 2025, filed 20 Oct 2025.