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

Bullock 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
-946
Closed -$21.9K – 613
2025
Q3 		$21.9K Buy
+946
New +$21.7K 0.01% 340
2025
Q1 		– Sell
-129
Closed -$2.96K – 590
2024
Q4 		$2.96K Hold
129
– – ﹤0.01% 478
2024
Q3 		$3.02K Hold
129
– – ﹤0.01% 463
2024
Q2 		$2.89K Hold
129
– – ﹤0.01% 444
2024
Q1 		$2.9K Buy
+129
New +$2.93K ﹤0.01% 457

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 22.9% 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

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

Bullock Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 946 shares — an estimated $21.9K sold.

Bullock Wealth Management first reported a position in GOVT in Q1 2024 and held it in 5 quarters. The position peaked at $21.9K in Q3 2025. 837 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • Bullock Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 946 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $21.9K.
  • Bullock Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
  • Bullock Wealth Management's iShares US Treasury Bond ETF position peaked at $21.9K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.