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Fortress Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fortress Financial Group’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
-9,714
Closed -$225K – 84
2025
Q3 		$225K Buy
+9,714
New +$223K 0.17% 75

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JP Morgan Chase New York $1.81T AUM 41.13% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Fortress Financial Group's GOVT Position: Q4 2025 in Review

Fortress Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 9,714 shares — an estimated $225K sold.

Fortress Financial Group first reported a position in GOVT in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • Fortress Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fortress Financial Group sold 9,714 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $225K.
  • Fortress Financial Group first reported a position in iShares US Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Fortress Financial Group's iShares US Treasury Bond ETF position peaked at $225K in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Fortress Financial Group's 13F filing for Q4 2025, filed 23 Jan 2026.