AllSquare Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

AllSquare Wealth Management’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	$42K	Hold	1,815	–	–	0.02%	251
2025 Q2	$41.7K	Hold	1,815	–	–	0.02%	244
2025 Q1	$41.7K	Hold	1,815	–	–	0.02%	229
2024 Q4	$41.7K	Hold	1,815	–	–	0.02%	230
2024 Q3	$42.6K	Hold	1,815	–	–	0.02%	227
2024 Q2	$41K	Buy	+1,815	New	+$40.7K	0.02%	226
2018 Q2	–	Sell	-201	Closed	-$5K	–	492
2018 Q1	$5K	Hold	201	–	–	﹤0.01%	325
2017 Q4	$5K	Hold	201	–	–	﹤0.01%	328
2017 Q3	$5K	Buy	+201	New	+$5.09K	﹤0.01%	308
2017 Q2	–	Sell	-469	Closed	-$12K	–	251
2017 Q1	$12K	Buy	469 +201	+75%	+$5.02K	0.01%	248
2016 Q4	$7K	Buy	+268	New	+$6.79K	0.01%	253

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 $74.2B AUM 21.09% 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 $49B AUM 17.78% 1-Year Est. Return

AllSquare Wealth Management's GOVT Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q3 2025 at 1,815 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #251.

AllSquare Wealth Management first reported a position in GOVT in Q4 2016 and has held it in 11 quarters since. The position peaked at $42.6K in Q3 2024. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

AllSquare Wealth Management held 1,815 shares of iShares US Treasury Bond ETF worth $42K as of Q3 2025.
AllSquare Wealth Management left its iShares US Treasury Bond ETF share count unchanged in Q3 2025.
iShares US Treasury Bond ETF made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #251 holding.
AllSquare Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2016 and has held it in 11 quarters since.
AllSquare Wealth Management's iShares US Treasury Bond ETF position peaked at $42.6K in Q3 2024.
787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.