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Comprehensive Financial Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

Comprehensive Financial Planning’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
Q1 		– Sell
-108,667
Closed -$2.5M – 346
2024
Q4 		$2.5M Buy
+108,667
New +$2.48M 2.11% 11

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Comprehensive Financial Planning's GOVT Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 108,667 shares — an estimated $2.5M sold.

Comprehensive Financial Planning first reported a position in GOVT in Q4 2024 and held it in 1 quarter. The position peaked at $2.5M in Q4 2024. 792 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Comprehensive Financial Planning reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 108,667 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $2.5M.
  • Comprehensive Financial Planning first reported a position in iShares US Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Comprehensive Financial Planning's iShares US Treasury Bond ETF position peaked at $2.5M in Q4 2024.
  • 792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.