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

Colonial Trust 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	–	Sell	-962	Closed	-$22.1K	–	696
2025 Q2	$22.1K	Hold	962	–	–	﹤0.01%	434
2025 Q1	$22.1K	Hold	962	–	–	﹤0.01%	421
2024 Q4	$22.1K	Hold	962	–	–	﹤0.01%	401
2024 Q3	$22.6K	Hold	962	–	–	﹤0.01%	425
2024 Q2	$21.7K	Hold	962	–	–	﹤0.01%	419
2024 Q1	$21.9K	Sell	962 -1,753	-65%	-$39.9K	﹤0.01%	455
2023 Q4	$62.6K	Sell	2,715 -2,000	-42%	-$44.5K	0.01%	295
2023 Q3	$104K	Hold	4,715	–	–	0.01%	238
2023 Q2	$108K	Hold	4,715	–	–	0.01%	241
2023 Q1	$110K	Hold	4,715	–	–	0.01%	246
2022 Q4	$107K	Buy	+4,715	New	+$107K	0.01%	251

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Colonial Trust Advisors's GOVT Position: Q3 2025 in Review

Colonial Trust Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2025, closing a stake of 962 shares — an estimated $22.1K sold.

Colonial Trust Advisors first reported a position in GOVT in Q4 2022 and held it in 11 quarters. The position peaked at $110K in Q1 2023. 790 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

Colonial Trust Advisors reported no remaining iShares US Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Colonial Trust Advisors sold 962 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $22.1K.
Colonial Trust Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
Colonial Trust Advisors's iShares US Treasury Bond ETF position peaked at $110K in Q1 2023.
790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.