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MLG Wealth Management DBA Pine Grove Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

MLG Wealth Management DBA Pine Grove 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 		$1.52M Buy
+66,044
New +$1.53M 0.18% 64

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JP Morgan Chase
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

MLG Wealth Management DBA Pine Grove Financial Group's GOVT Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares US Treasury Bond ETF (GOVT) in Q4 2025: 66,044 shares worth $1.52M. The stake represents 0.18% of the portfolio and ranks #64 among its holdings.

835 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 66,044 shares of iShares US Treasury Bond ETF worth $1.52M as of Q4 2025.
  • iShares US Treasury Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares US Treasury Bond ETF made up 0.18% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #64 holding.
  • 835 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.