Glass Jacobson Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Glass Jacobson Investment Advisors’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	-826	Closed	-$19K	–	665
2025 Q1	$19K	Hold	826	–	–	0.01%	519
2024 Q4	$19K	Buy	826 +415	+101%	+$9.47K	0.01%	519
2024 Q3	$9.64K	Buy	411 +53	+15%	+$1.23K	﹤0.01%	573
2024 Q2	$8.08K	Buy	358 +55	+18%	+$1.23K	﹤0.01%	576
2024 Q1	$6.9K	Buy	303 +18	+6%	+$409	﹤0.01%	587
2023 Q4	$6.57K	Sell	285 -53	-16%	-$1.18K	﹤0.01%	564
2023 Q3	$7.45K	Buy	338 +53	+19%	+$1.19K	﹤0.01%	523
2023 Q2	$6.53K	Buy	+285	New	+$6.61K	﹤0.01%	550
2022 Q4	$17.7K	Buy	+778	New	+$17.7K	0.01%	446

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 $83.7B AUM 27.22% 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

Glass Jacobson Investment Advisors's GOVT Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 826 shares — an estimated $19K sold.

Glass Jacobson Investment Advisors first reported a position in GOVT in Q4 2022 and held it in 9 quarters. The position peaked at $19K in Q1 2025. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 826 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $19K.
Glass Jacobson Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's iShares US Treasury Bond ETF position peaked at $19K in Q1 2025.
770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.