LaSalle St. Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

LaSalle St. Investment 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 Q4	–	Sell	-12,251	Closed	-$283K	–	373
2025 Q3	$283K	Buy	12,251 +2,883	+31%	+$66.1K	0.05%	260
2025 Q2	$215K	Buy	9,368 +411	+5%	+$9.36K	0.06%	304
2025 Q1	$205K	Buy	8,957 +1	+0%	+$23	0.05%	296
2024 Q4	$205K	Buy	+8,956	New	+$204K	0.06%	269

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LaSalle St. Investment Advisors's GOVT Position: Q4 2025 in Review

LaSalle St. Investment Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 12,251 shares — an estimated $283K sold.

LaSalle St. Investment Advisors first reported a position in GOVT in Q4 2024 and held it in 4 quarters. The position peaked at $283K in Q3 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

LaSalle St. Investment Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
LaSalle St. Investment Advisors sold 12,251 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $283K.
LaSalle St. Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
LaSalle St. Investment Advisors's iShares US Treasury Bond ETF position peaked at $283K in Q3 2025.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.