Essex Savings Bank’s iShares US Treasury Bond ETF GOVT Stock Holding History

Essex Savings Bank’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	-12,233	Closed	-$283K	–	319
2025 Q3	$283K	Sell	12,233 -1,041	-8%	-$23.9K	0.06%	237
2025 Q2	$305K	Buy	13,274 +3,403	+34%	+$77.5K	0.07%	215
2025 Q1	$227K	Sell	9,871 -3,353	-25%	-$76K	0.06%	267
2024 Q4	$304K	Sell	13,224 -820	-6%	-$18.7K	0.08%	211
2024 Q3	$329K	Buy	14,044 +4,299	+44%	+$99.5K	0.08%	199
2024 Q2	$220K	Buy	9,745 +427	+5%	+$9.57K	0.06%	242
2024 Q1	$215K	Hold	9,318	–	–	0.06%	243
2023 Q4	$215K	Buy	9,318 +53	+0.6%	+$1.18K	0.06%	243
2023 Q3	$204K	Buy	9,265 +65	+0.7%	+$1.46K	0.07%	222
2023 Q2	$211K	Buy	+9,200	New	+$213K	0.07%	215
2019 Q4	–	Sell	-8,043	Closed	-$212K	–	181
2019 Q3	$212K	Buy	8,043 +2,045	+34%	+$53.4K	0.11%	167
2019 Q2	$155K	Sell	5,998 -1,490	-20%	-$37.7K	0.05%	260
2019 Q1	$189K	Buy	7,488 +1,978	+36%	+$49.2K	0.11%	150
2018 Q4	$136K	Buy	+5,510	New	+$134K	0.09%	171

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Essex Savings Bank's GOVT Position: Q4 2025 in Review

Essex Savings Bank sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 12,233 shares — an estimated $283K sold.

Essex Savings Bank first reported a position in GOVT in Q4 2018 and held it in 14 quarters. The position peaked at $329K in Q3 2024. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

Essex Savings Bank reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Essex Savings Bank sold 12,233 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $283K.
Essex Savings Bank first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 14 quarters.
Essex Savings Bank's iShares US Treasury Bond ETF position peaked at $329K in Q3 2024.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.