JNBA Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

JNBA Financial 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	-106	Closed	-$2.44K	–	668
2025 Q1	$2.44K	Buy	+106	New	+$2.4K	﹤0.01%	588
2022 Q1	–	Sell	-532	Closed	-$14K	–	753
2021 Q4	$14K	Buy	+532	New	+$14.1K	﹤0.01%	477
2020 Q1	–	Sell	-10	Closed	–	–	585
2019 Q4	$0	Sell	10 -181	-95%	-$4.73K	﹤0.01%	608
2019 Q3	$5K	Hold	191	–	–	﹤0.01%	472
2019 Q2	$5K	Hold	191	–	–	﹤0.01%	507
2019 Q1	$5K	Buy	+191	New	+$4.75K	﹤0.01%	449

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

JNBA Financial Advisors's GOVT Position: Q2 2025 in Review

JNBA Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 106 shares — an estimated $2.44K sold.

JNBA Financial Advisors first reported a position in GOVT in Q1 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 772 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

JNBA Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
JNBA Financial Advisors sold 106 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $2.44K.
JNBA Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 6 quarters.
JNBA Financial Advisors's iShares US Treasury Bond ETF position peaked at $14K in Q4 2021.
772 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.