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Creekmur Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Creekmur Asset Management’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 		$3.38K Hold
146
– – ﹤0.01% 596
2025
Q2 		$3.35K Buy
+146
New +$3.33K ﹤0.01% 602

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Creekmur Asset Management's GOVT Position: Q3 2025 in Review

Creekmur Asset Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q3 2025 at 146 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Creekmur Asset Management first reported a position in GOVT in Q2 2025 and has held it in 2 quarters since. 790 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

  • Creekmur Asset Management held 146 shares of iShares US Treasury Bond ETF worth $3.38K as of Q3 2025.
  • Creekmur Asset Management left its iShares US Treasury Bond ETF share count unchanged in Q3 2025.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #596 holding.
  • Creekmur Asset Management first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.