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

LGT 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
Q4 		– Sell
-3,499
Closed -$80.9K – 292
2025
Q3 		$80.9K Buy
+3,499
New +$80.2K 0.17% 97
2023
Q1 		– Sell
-6,012
Closed -$137K – 124
2022
Q4 		$137K Buy
+6,012
New +$137K 0.16% 112

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $424B AUM 22.96% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

LGT Financial Advisors's GOVT Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 3,499 shares — an estimated $80.9K sold.

LGT Financial Advisors first reported a position in GOVT in Q4 2022 and held it in 2 quarters. The position peaked at $137K in Q4 2022. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 3,499 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $80.9K.
  • LGT Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • LGT Financial Advisors's iShares US Treasury Bond ETF position peaked at $137K in Q4 2022.
  • 833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.