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Legacy Investment Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Legacy Investment Solutions’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 		$5.15K Buy
+224
New +$5.1K ﹤0.01% 396
2024
Q4 		$5.06K Hold
224
– – ﹤0.01% 385
2024
Q3 		$5.06K Buy
+224
New +$5.19K ﹤0.01% 387

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 $74.2B AUM 21.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $49B AUM 17.78% 1-Year Est. Return

Legacy Investment Solutions's GOVT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2025: 224 shares worth $5.15K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in GOVT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in GOVT in Q3 2024 and has held it in 3 quarters since. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Legacy Investment Solutions held 224 shares of iShares US Treasury Bond ETF worth $5.15K as of Q2 2025.
  • iShares US Treasury Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #396 holding.
  • Legacy Investment Solutions first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.