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Compass Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Compass Financial Services’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
-1
Closed -$23 – 305
2025
Q3 		$23 Buy
+1
New +$23 ﹤0.01% 323

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LPL Financial
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Envestnet Asset Management
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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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Compass Financial Services's GOVT Position: Q4 2025 in Review

Compass Financial Services sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 1 share — an estimated $23 sold.

Compass Financial Services first reported a position in GOVT in Q3 2025 and held it in 1 quarter. The position peaked at $23 in Q3 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • Compass Financial Services reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 1 iShares US Treasury Bond ETF share in Q4 2025, an estimated $23.
  • Compass Financial Services first reported a position in iShares US Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's iShares US Treasury Bond ETF position peaked at $23 in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.