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Carolinas Wealth Consulting’s iShares US Treasury Bond ETF GOVT Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-17,042
Closed -$392K – 375
2025
Q1 		$392K Buy
17,042
+60
+0.4% +$1.36K 0.08% 118
2024
Q4 		$390K Buy
16,982
+116
+0.7% +$2.65K 0.08% 125
2024
Q3 		$395K Buy
16,866
+84
+0.5% +$1.95K 0.07% 130
2024
Q2 		$379K Sell
16,782
-208
-1% -$4.66K 0.07% 127
2024
Q1 		$387K Buy
16,990
+6,420
+61% +$146K 0.08% 117
2023
Q4 		$244K Buy
10,570
+80
+0.8% +$1.78K 0.05% 141
2023
Q3 		$228K Sell
10,490
-4,438
-30% -$99.9K 0.06% 136
2023
Q2 		$342K Buy
14,928
+111
+0.7% +$2.58K 0.07% 128
2023
Q1 		$346K Buy
14,817
+55
+0.4% +$1.27K 0.07% 126
2022
Q4 		$335K Buy
14,762
+111
+0.8% +$2.52K 0.08% 126
2022
Q3 		$333K Buy
+14,651
New +$347K 0.08% 113
2022
Q1 		– Sell
-396
Closed -$11K – 950
2021
Q4 		$11K Buy
+396
New +$10.5K ﹤0.01% 597

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Carolinas Wealth Consulting's GOVT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 17,042 shares — an estimated $392K sold.

Carolinas Wealth Consulting first reported a position in GOVT in Q4 2021 and held it in 12 quarters. The position peaked at $395K in Q3 2024. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 17,042 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $392K.
  • Carolinas Wealth Consulting first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
  • Carolinas Wealth Consulting's iShares US Treasury Bond ETF position peaked at $395K in Q3 2024.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.