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Copperleaf Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Copperleaf Capital’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 		$1.03M Buy
44,474
+3,820
+9% +$87.6K 0.49% 52
2025
Q2 		$934K Buy
40,654
+1,186
+3% +$27K 0.47% 58
2025
Q1 		$907K Sell
39,468
-2,098
-5% -$47.6K 0.54% 55
2024
Q4 		$955K Sell
41,566
-1,508
-4% -$34.4K 0.61% 48
2024
Q3 		$1.01M Sell
43,074
-26
-0.1% -$602 0.77% 35
2024
Q2 		$973K Buy
43,100
+8,153
+23% +$183K 0.78% 37
2024
Q1 		$796K Sell
34,947
-4,360
-11% -$99.1K 0.69% 45
2023
Q4 		$906K Sell
39,307
-26,056
-40% -$580K 0.92% 36
2023
Q3 		$1.44M Sell
65,363
-114,811
-64% -$2.58M 1.56% 20
2023
Q2 		$4.13M Buy
180,174
+71,709
+66% +$1.66M 3.87% 5
2023
Q1 		$2.54M Sell
108,465
-133,088
-55% -$3.07M 2.52% 10
2022
Q4 		$5.49M Sell
241,553
-114,999
-32% -$2.61M 6.32% 4
2022
Q3 		$8.12M Buy
356,552
+48,272
+16% +$1.14M 8.78% 2
2022
Q2 		$7.37M Sell
308,280
-21,676
-7% -$522K 7.46% 1
2022
Q1 		$8.22M Sell
329,956
-2,621
-0.8% -$67.1K 7.29% 1
2021
Q4 		$8.87M Buy
332,577
+72,500
+28% +$1.92M 7.67% 1
2021
Q3 		$6.9M Sell
260,077
-42,548
-14% -$1.14M 6.64% 2
2021
Q2 		$8.05M Buy
302,625
+1,168
+0.4% +$30.8K 7.88% 1
2021
Q1 		$7.89M Sell
301,457
-174,629
-37% -$4.67M 8.43% 1
2020
Q4 		$13M Buy
476,086
+74,214
+18% +$2.05M 11.08% 1
2020
Q3 		$11.2M Buy
401,872
+23,585
+6% +$661K 10.81% 1
2020
Q2 		$10.6M Buy
378,287
+28,205
+8% +$789K 10.98% 1
2020
Q1 		$9.81M Sell
350,082
-14,081
-4% -$378K 11.78% 1
2019
Q4 		$9.45M Buy
+364,163
New +$9.51M 9.58% 1

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $49B AUM 17.78% 1-Year Est. Return

Copperleaf Capital's GOVT Position: Q3 2025 in Review

Copperleaf Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 9.4% in Q3 2025, buying an estimated $87.6K and bringing the position to 44,474 shares worth $1.03M. The position accounts for 0.49% of the portfolio, ranked #52.

Copperleaf Capital first reported a position in GOVT in Q4 2019 and has held it in 24 quarters since. The position peaked at $13M in Q4 2020. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

  • Copperleaf Capital held 44,474 shares of iShares US Treasury Bond ETF worth $1.03M as of Q3 2025.
  • Copperleaf Capital bought 3,820 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $87.6K.
  • iShares US Treasury Bond ETF made up 0.49% of Copperleaf Capital's portfolio in Q3 2025, its #52 holding.
  • Copperleaf Capital first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Copperleaf Capital's iShares US Treasury Bond ETF position peaked at $13M in Q4 2020.
  • 787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.