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

Certus 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 Q3	$1.08M	Sell	46,787 -7,455	-14%	-$171K	0.65%	32
2025 Q2	$1.25M	Buy	54,242 +19	+0%	+$433	0.8%	30
2025 Q1	$1.23M	Buy	54,223 +1,102	+2%	+$25K	0.83%	28
2024 Q4	$1.2M	Buy	53,121 +2,749	+5%	+$62.7K	0.8%	26
2024 Q3	$1.18M	Buy	50,372 +8,279	+20%	+$192K	0.82%	27
2024 Q2	$950K	Buy	42,093 +6,049	+17%	+$136K	0.72%	28
2024 Q1	$805K	Sell	36,044 -7,748	-18%	-$176K	0.64%	28
2023 Q4	$1.01M	Sell	43,792 -7,989	-15%	-$178K	0.86%	28
2023 Q3	$1.14M	Sell	51,781 -61,617	-54%	-$1.39M	1.09%	23
2023 Q2	$2.6M	Buy	+113,398	New	+$2.63M	2.58%	9

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 $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return

Certus Wealth Management's GOVT Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 14% in Q3 2025, selling an estimated $171K and leaving 46,787 shares worth $1.08M. The position accounts for 0.65% of the portfolio, ranked #32.

Certus Wealth Management first reported a position in GOVT in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.6M in Q2 2023. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

Certus Wealth Management held 46,787 shares of iShares US Treasury Bond ETF worth $1.08M as of Q3 2025.
Certus Wealth Management sold 7,455 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $171K.
iShares US Treasury Bond ETF made up 0.65% of Certus Wealth Management's portfolio in Q3 2025, its #32 holding.
Certus Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares US Treasury Bond ETF position peaked at $2.6M in Q2 2023.
787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.