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GoalVest Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-187
Closed -$4.3K – 514
2024
Q4 		$4.3K Sell
187
-2,486
-93% -$56.7K ﹤0.01% 312
2024
Q3 		$62.7K Buy
+2,673
New +$61.9K 0.02% 173
2023
Q4 		– Sell
-153
Closed -$3.37K – 419
2023
Q3 		$3.37K Buy
+153
New +$3.44K ﹤0.01% 383
2022
Q2 		– Sell
-232
Closed -$6K – 396
2022
Q1 		$6K Buy
+232
New +$5.94K ﹤0.01% 264
2021
Q2 		$9K Buy
+332
New +$8.76K 0.01% 201

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GoalVest Advisory's GOVT Position: Q1 2025 in Review

GoalVest Advisory sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 187 shares — an estimated $4.3K sold.

GoalVest Advisory first reported a position in GOVT in Q2 2021 and held it in 5 quarters. The position peaked at $62.7K in Q3 2024. 792 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • GoalVest Advisory reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 187 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $4.3K.
  • GoalVest Advisory first reported a position in iShares US Treasury Bond ETF in Q2 2021 and held it in 5 quarters.
  • GoalVest Advisory's iShares US Treasury Bond ETF position peaked at $62.7K in Q3 2024.
  • 792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.