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Chesley Taft & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Chesley Taft & Associates’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
-11,441
Closed -$265K – 376
2025
Q3 		$265K Hold
11,441
– – 0.01% 322
2025
Q2 		$263K Buy
11,441
+320
+3% +$7.29K 0.01% 312
2025
Q1 		$256K Sell
11,121
-3,688
-25% -$83.6K 0.01% 313
2024
Q4 		$340K Buy
14,809
+3,013
+26% +$68.7K 0.02% 281
2024
Q3 		$277K Buy
+11,796
New +$273K 0.01% 294

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Chesley Taft & Associates's GOVT Position: Q4 2025 in Review

Chesley Taft & Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 11,441 shares — an estimated $265K sold.

Chesley Taft & Associates first reported a position in GOVT in Q3 2024 and held it in 5 quarters. The position peaked at $340K in Q4 2024. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • Chesley Taft & Associates reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 11,441 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $265K.
  • Chesley Taft & Associates first reported a position in iShares US Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
  • Chesley Taft & Associates's iShares US Treasury Bond ETF position peaked at $340K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Chesley Taft & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.