Colton Groome Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Colton Groome Financial 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
2026 Q1	–	Sell	-13,400	Closed	-$309K	–	141
2025 Q4	$309K	Sell	13,400 -8,025	-37%	-$186K	0.09%	107
2025 Q3	$495K	Sell	21,425 -42,129	-66%	-$966K	0.15%	81
2025 Q2	$1.46M	Buy	+63,554	New	+$1.45M	0.49%	40
2025 Q1	–	Sell	-16,356	Closed	-$376K	–	127
2024 Q4	$376K	Buy	+16,356	New	+$373K	0.14%	82

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Colton Groome Financial Advisors's GOVT Position: Q1 2026 in Review

Colton Groome Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 13,400 shares — an estimated $309K sold.

Colton Groome Financial Advisors first reported a position in GOVT in Q4 2024 and held it in 4 quarters. The position peaked at $1.46M in Q2 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Colton Groome Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Colton Groome Financial Advisors sold 13,400 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $309K.
Colton Groome Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
Colton Groome Financial Advisors's iShares US Treasury Bond ETF position peaked at $1.46M in Q2 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.