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Dogwood Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Dogwood Wealth 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
Q2 		– Sell
-1,179
Closed -$27.1K – 714
2025
Q1 		$27.1K Hold
1,179
– – 0.01% 137
2024
Q4 		$27.1K Buy
+1,179
New +$26.9K 0.01% 141

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

Dogwood Wealth Management's GOVT Position: Q2 2025 in Review

Dogwood Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 1,179 shares — an estimated $27.1K sold.

Dogwood Wealth Management first reported a position in GOVT in Q4 2024 and held it in 2 quarters. The position peaked at $27.1K in Q1 2025. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Dogwood Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 1,179 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $27.1K.
  • Dogwood Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Dogwood Wealth Management's iShares US Treasury Bond ETF position peaked at $27.1K in Q1 2025.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.