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Lane & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lane & 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
Q1 		– Sell
-29,691
Closed -$670K – 118
2024
Q4 		$670K Sell
29,691
-1,080
-4% -$24.6K 0.35% 51
2024
Q3 		$722K Buy
30,771
+303
+1% +$7.02K 0.39% 50
2024
Q2 		$688K Buy
+30,468
New +$683K 0.41% 49
2023
Q1 		– Sell
-22,686
Closed -$515K – 100
2022
Q4 		$515K Buy
+22,686
New +$516K 0.49% 46

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lane & Associates's GOVT Position: Q1 2025 in Review

Lane & Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 29,691 shares — an estimated $670K sold.

Lane & Associates first reported a position in GOVT in Q4 2022 and held it in 4 quarters. The position peaked at $722K in Q3 2024. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Lane & Associates reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lane & Associates sold 29,691 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $670K.
  • Lane & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • Lane & Associates's iShares US Treasury Bond ETF position peaked at $722K in Q3 2024.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.