Bristlecone Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bristlecone Advisors’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	$846K	Buy	+36,600	New	+$839K	0.07%	136
2025 Q2	–	Sell	-115	Closed	-$2.64K	–	322
2025 Q1	$2.64K	Hold	115	–	–	﹤0.01%	373
2024 Q4	$2.64K	Hold	115	–	–	﹤0.01%	358
2024 Q3	$2.7K	Buy	+115	New	+$2.66K	﹤0.01%	360
2023 Q2	–	Sell	-115	Closed	-$2.69K	–	297
2023 Q1	$2.69K	Buy	+115	New	+$2.66K	﹤0.01%	347

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

Bristlecone Advisors's GOVT Position: Q3 2025 in Review

Bristlecone Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2025: 36,600 shares worth $846K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings. This is a return to the name: Bristlecone Advisors previously reported a position in GOVT as recently as Q1 2025.

Bristlecone Advisors first reported a position in GOVT in Q1 2023 and has held it in 5 quarters since. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

Bristlecone Advisors held 36,600 shares of iShares US Treasury Bond ETF worth $846K as of Q3 2025.
iShares US Treasury Bond ETF was a new Bristlecone Advisors position in Q3 2025.
iShares US Treasury Bond ETF made up 0.07% of Bristlecone Advisors's portfolio in Q3 2025, its #136 holding.
Bristlecone Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 5 quarters since.
787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.