Financial Counselors Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Financial Counselors Inc’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	-22,896	Closed	-$526K	–	221
2025 Q1	$526K	Sell	22,896 -773	-3%	-$17.5K	0.01%	404
2024 Q4	$544K	Buy	+23,669	New	+$540K	0.01%	401
2024 Q1	–	Sell	-14,754	Closed	-$340K	–	585
2023 Q4	$340K	Sell	14,754 -21,625	-59%	-$481K	0.01%	464
2023 Q3	$802K	Buy	+36,379	New	+$819K	0.02%	337

Other funds holding GOVT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Financial Counselors Inc's GOVT Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 22,896 shares — an estimated $526K sold.

Financial Counselors Inc first reported a position in GOVT in Q3 2023 and held it in 4 quarters. The position peaked at $802K in Q3 2023. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

Financial Counselors Inc reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 22,896 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $526K.
Financial Counselors Inc first reported a position in iShares US Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
Financial Counselors Inc's iShares US Treasury Bond ETF position peaked at $802K in Q3 2023.
770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.