IAG Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-25	Closed	-$575	–	521
2025 Q2	$575	Buy	+25	New	+$569	﹤0.01%	472
2023 Q2	–	Sell	-986	Closed	-$23.1K	–	466
2023 Q1	$23.1K	Buy	+986	New	+$22.8K	0.01%	212
2022 Q2	–	Sell	-3,443	Closed	-$86K	–	451
2022 Q1	$86K	Hold	3,443	–	–	0.03%	98
2021 Q4	$92K	Buy	+3,443	New	+$91.2K	0.03%	92

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

IAG Wealth Partners's GOVT Position: Q3 2025 in Review

IAG Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2025, closing a stake of 25 shares — an estimated $575 sold.

IAG Wealth Partners first reported a position in GOVT in Q4 2021 and held it in 4 quarters. The position peaked at $92K in Q4 2021. 789 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

IAG Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
IAG Wealth Partners sold 25 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $575.
IAG Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
IAG Wealth Partners's iShares US Treasury Bond ETF position peaked at $92K in Q4 2021.
789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on IAG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.