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Austin Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Austin Private Wealth’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 		$1.88M Buy
81,784
+3,108
+4% +$72K 0.14% 74
2025
Q3 		$1.82M Sell
78,676
-2,805
-3% -$64.3K 0.14% 81
2025
Q2 		$1.87M Buy
81,481
+294
+0.4% +$6.7K 0.15% 76
2025
Q1 		$1.87M Buy
81,187
+12,126
+18% +$275K 0.17% 69
2024
Q4 		$1.59M Buy
69,061
+788
+1% +$18K 0.15% 61
2024
Q3 		$1.6M Buy
68,273
+719
+1% +$16.6K 0.15% 54
2024
Q2 		$1.52M Sell
67,554
-3,589
-5% -$80.5K 0.16% 52
2024
Q1 		$1.6M Sell
71,143
-12,078
-15% -$275K 0.18% 51
2023
Q4 		$1.92M Sell
83,221
-72,727
-47% -$1.62M 0.24% 46
2023
Q3 		$3.44M Sell
155,948
-412,129
-73% -$9.28M 0.5% 33
2023
Q2 		$13M Buy
568,077
+35,705
+7% +$828K 1.88% 17
2023
Q1 		$12.4M Buy
532,372
+166,442
+45% +$3.84M 1.99% 17
2022
Q4 		$8.31M Sell
365,930
-440,972
-55% -$10M 1.46% 17
2022
Q3 		$18.4M Buy
806,902
+290,162
+56% +$6.87M 3.85% 7
2022
Q2 		$12.3M Buy
516,740
+150,915
+41% +$3.63M 2.73% 9
2022
Q1 		$9.11M Buy
365,825
+76,355
+26% +$1.96M 1.82% 13
2021
Q4 		$7.72M Buy
289,470
+32,255
+13% +$854K 1.54% 12
2021
Q3 		$6.82M Sell
257,215
-151,476
-37% -$4.06M 1.45% 14
2021
Q2 		$10.9M Buy
408,691
+10,965
+3% +$289K 2.51% 11
2021
Q1 		$10.4M Buy
397,726
+142,156
+56% +$3.8M 2.74% 11
2020
Q4 		$6.96M Buy
255,570
+46,941
+22% +$1.3M 2.02% 12
2020
Q3 		$5.83M Buy
208,629
+72,847
+54% +$2.04M 2.18% 11
2020
Q2 		$3.8M Buy
135,782
+55,353
+69% +$1.55M 1.65% 11
2020
Q1 		$2.25M Buy
80,429
+11,737
+17% +$315K 1.36% 12
2019
Q4 		$1.78M Buy
+68,692
New +$1.79M 0.93% 15

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Austin Private Wealth's GOVT Position: Q4 2025 in Review

Austin Private Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 4% in Q4 2025, buying an estimated $72K and bringing the position to 81,784 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #74.

Austin Private Wealth first reported a position in GOVT in Q4 2019 and has held it in 25 quarters since. The position peaked at $18.4M in Q3 2022. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • Austin Private Wealth held 81,784 shares of iShares US Treasury Bond ETF worth $1.88M as of Q4 2025.
  • Austin Private Wealth bought 3,108 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $72K.
  • iShares US Treasury Bond ETF made up 0.14% of Austin Private Wealth's portfolio in Q4 2025, its #74 holding.
  • Austin Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's iShares US Treasury Bond ETF position peaked at $18.4M in Q3 2022.
  • 833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.