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

Aprio 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 Q4	–	Sell	-10,739	Closed	-$248K	–	550
2025 Q3	$248K	Sell	10,739 -1,596	-13%	-$36.6K	0.02%	370
2025 Q2	$283K	Sell	12,335 -3,524	-22%	-$80.3K	0.03%	303
2025 Q1	$365K	Buy	+15,859	New	+$359K	0.05%	233
2024 Q3	–	Sell	-14,557	Closed	-$329K	–	292
2024 Q2	$329K	Buy	+14,557	New	+$326K	0.06%	154
2024 Q1	–	Sell	-15,432	Closed	-$356K	–	249
2023 Q4	$356K	Buy	15,432 +2,389	+18%	+$53.2K	0.08%	116
2023 Q3	$287K	Buy	13,043 +1,962	+18%	+$44.2K	0.08%	116
2023 Q2	$254K	Buy	+11,081	New	+$257K	0.07%	126

Other funds holding GOVT

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Aprio Wealth Management's GOVT Position: Q4 2025 in Review

Aprio Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 10,739 shares — an estimated $248K sold.

Aprio Wealth Management first reported a position in GOVT in Q2 2023 and held it in 7 quarters. The position peaked at $365K in Q1 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

Aprio Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Aprio Wealth Management sold 10,739 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $248K.
Aprio Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2023 and held it in 7 quarters.
Aprio Wealth Management's iShares US Treasury Bond ETF position peaked at $365K in Q1 2025.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Aprio Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.