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Financial Advocates Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Financial Advocates Investment 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 		$299K Sell
12,930
-932,716
-99% -$21.4M 0.17% 86
2025
Q2 		$21.7M Buy
945,646
+64,088
+7% +$1.46M 1.77% 7
2025
Q1 		$20.3M Sell
881,558
-127,678
-13% -$2.89M 1.42% 7
2024
Q4 		$23.2M Buy
1,009,236
+57,872
+6% +$1.32M 1.32% 9
2024
Q3 		$22.3M Buy
951,364
+142,002
+18% +$3.29M 1.26% 10
2024
Q2 		$18.3M Buy
809,362
+511,425
+172% +$11.5M 1.13% 12
2024
Q1 		$6.99M Buy
297,937
+289,990
+3,649% +$6.59M 0.4% 59
2023
Q4 		$366K Sell
7,947
-4,933
-38% -$110K 0.02% 496
2023
Q3 		$340K Buy
12,880
+1,942
+18% +$43.7K 0.02% 493
2023
Q2 		$288K Buy
10,938
+1,595
+17% +$37K 0.02% 534
2023
Q1 		$269K Sell
9,343
-3,802
-29% -$87.8K 0.02% 588
2022
Q4 		$355K Sell
13,145
-1,539
-10% -$35K 0.03% 518
2022
Q3 		$388K Sell
14,684
-82,854
-85% -$1.96M 0.03% 480
2022
Q2 		$2.33M Sell
97,538
-3,161
-3% -$76.1K 0.19% 134
2022
Q1 		$2.51M Buy
100,699
+20,592
+26% +$527K 0.17% 143
2021
Q4 		$2.14M Sell
80,107
-8,960
-10% -$237K 0.13% 183
2021
Q3 		$2.36M Buy
89,067
+65,986
+286% +$1.77M 0.16% 153
2021
Q2 		$702K Buy
23,081
+3,981
+21% +$105K 0.05% 395
2021
Q1 		$586K Buy
19,100
+414
+2% +$11.1K 0.04% 443
2020
Q4 		$521K Sell
18,686
-72,550
-80% -$2M 0.04% 441
2020
Q3 		$2.55M Sell
91,236
-63,587
-41% -$1.78M 0.22% 93
2020
Q2 		$4.38M Sell
154,823
-50,327
-25% -$1.41M 0.42% 50
2020
Q1 		$4.03M Buy
205,150
+51,920
+34% +$1.39M 0.58% 39
2019
Q4 		$3.98M Buy
153,230
+35,559
+30% +$929K 0.42% 58
2019
Q3 		$3.1M Buy
117,671
+8,767
+8% +$229K 0.35% 73
2019
Q2 		$2.81M Buy
108,904
+81,161
+293% +$2.05M 0.33% 75
2019
Q1 		$700K Buy
27,743
+17,935
+183% +$446K 0.09% 222
2018
Q4 		$242K Sell
9,808
-745
-7% -$18.1K 0.03% 377
2018
Q3 		$256K Buy
10,553
+712
+7% +$17.4K 0.03% 426
2018
Q2 		$242K Buy
+9,841
New +$241K 0.03% 421

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 $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
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 $1.69B 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

Financial Advocates Investment Management's GOVT Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 99% in Q3 2025, selling an estimated $21.4M and leaving 12,930 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #86.

Financial Advocates Investment Management first reported a position in GOVT in Q2 2018 and has held it in 30 quarters since. The position peaked at $23.2M in Q4 2024. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

  • Financial Advocates Investment Management held 12,930 shares of iShares US Treasury Bond ETF worth $299K as of Q3 2025.
  • Financial Advocates Investment Management sold 932,716 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $21.4M.
  • iShares US Treasury Bond ETF made up 0.17% of Financial Advocates Investment Management's portfolio in Q3 2025, its #86 holding.
  • Financial Advocates Investment Management first reported a position in iShares US Treasury Bond ETF in Q2 2018 and has held it in 30 quarters since.
  • Financial Advocates Investment Management's iShares US Treasury Bond ETF position peaked at $23.2M in Q4 2024.
  • 787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.