Kathleen S. Wright Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kathleen S. Wright Associates’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	$10.2K	Hold	443	–	–	﹤0.01%	208
2025 Q2	$10.2K	Hold	443	–	–	﹤0.01%	218
2025 Q1	$10.2K	Hold	443	–	–	﹤0.01%	219
2024 Q4	$10.2K	Hold	443	–	–	﹤0.01%	220
2024 Q3	$10.4K	Hold	443	–	–	﹤0.01%	250
2024 Q2	$10K	Hold	443	–	–	﹤0.01%	195
2024 Q1	$10.1K	Hold	443	–	–	﹤0.01%	187
2023 Q4	$10.2K	Buy	+443	New	+$9.86K	0.01%	161

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kathleen S. Wright Associates's GOVT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares US Treasury Bond ETF (GOVT) position steady in Q3 2025 at 443 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Kathleen S. Wright Associates first reported a position in GOVT in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.4K in Q3 2024. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

Kathleen S. Wright Associates held 443 shares of iShares US Treasury Bond ETF worth $10.2K as of Q3 2025.
Kathleen S. Wright Associates left its iShares US Treasury Bond ETF share count unchanged in Q3 2025.
iShares US Treasury Bond ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #208 holding.
Kathleen S. Wright Associates first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Kathleen S. Wright Associates's iShares US Treasury Bond ETF position peaked at $10.4K in Q3 2024.
787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.