IEQ Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

IEQ Capital’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	-22,995	Closed	-$528K	–	1937
2025 Q2	$528K	Buy	+22,995	New	+$524K	﹤0.01%	1137
2023 Q4	–	Sell	-14,010	Closed	-$309K	–	960
2023 Q3	$309K	Buy	14,010 +101	+0.7%	+$2.27K	0.01%	713
2023 Q2	$319K	Sell	13,909 -714	-5%	-$16.6K	0.01%	655
2023 Q1	$342K	Buy	14,623 +1,767	+14%	+$40.8K	0.01%	686
2022 Q4	$292K	Buy	12,856 +97	+0.8%	+$2.21K	0.01%	639
2022 Q3	$290K	Buy	12,759 +56	+0.4%	+$1.33K	0.01%	673
2022 Q2	$304K	Sell	12,703 -135,225	-91%	-$3.25M	0.01%	605
2022 Q1	$3.69M	Buy	+147,928	New	+$3.79M	0.09%	139

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 22.9% 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

IEQ Capital's GOVT Position: Q3 2025 in Review

IEQ Capital sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2025, closing a stake of 22,995 shares — an estimated $528K sold.

IEQ Capital first reported a position in GOVT in Q1 2022 and held it in 8 quarters. The position peaked at $3.69M in Q1 2022. 790 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

IEQ Capital reported no remaining iShares US Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 22,995 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $528K.
IEQ Capital first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 8 quarters.
IEQ Capital's iShares US Treasury Bond ETF position peaked at $3.69M in Q1 2022.
790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.