FineMark National Bank & Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

FineMark National Bank & Trust’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	$508K	Hold	22,052	–	–	0.02%	315
2025 Q3	$510K	Buy	22,052 +4,680	+27%	+$107K	0.02%	306
2025 Q2	$399K	Buy	17,372 +292	+2%	+$6.65K	0.01%	334
2025 Q1	$393K	Sell	17,080 -1,547	-8%	-$35.1K	0.01%	322
2024 Q4	$428K	Hold	18,627	–	–	0.01%	303
2024 Q3	$437K	Sell	18,627 -14,065	-43%	-$326K	0.02%	301
2024 Q2	$738K	Buy	32,692 +4,946	+18%	+$111K	0.03%	228
2024 Q1	$632K	Buy	+27,746	New	+$631K	0.02%	250

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 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

FineMark National Bank & Trust's GOVT Position: Q4 2025 in Review

FineMark National Bank & Trust held its iShares US Treasury Bond ETF (GOVT) position steady in Q4 2025 at 22,052 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #315.

FineMark National Bank & Trust first reported a position in GOVT in Q1 2024 and has held it in 8 quarters since. The position peaked at $738K in Q2 2024. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

FineMark National Bank & Trust held 22,052 shares of iShares US Treasury Bond ETF worth $508K as of Q4 2025.
FineMark National Bank & Trust left its iShares US Treasury Bond ETF share count unchanged in Q4 2025.
iShares US Treasury Bond ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #315 holding.
FineMark National Bank & Trust first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
FineMark National Bank & Trust's iShares US Treasury Bond ETF position peaked at $738K in Q2 2024.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.