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Litman Gregory Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Litman Gregory Wealth Management’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
-14,203
Closed -$326K – 139
2024
Q4 		$326K Sell
14,203
-39,838
-74% -$909K 0.03% 104
2024
Q3 		$1.27M Buy
54,041
+32,186
+147% +$745K 0.11% 68
2024
Q2 		$493K Buy
+21,855
New +$490K 0.04% 84

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
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
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

Litman Gregory Wealth Management's GOVT Position: Q1 2025 in Review

Litman Gregory Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 14,203 shares — an estimated $326K sold.

Litman Gregory Wealth Management first reported a position in GOVT in Q2 2024 and held it in 3 quarters. The position peaked at $1.27M in Q3 2024. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Litman Gregory Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 14,203 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $326K.
  • Litman Gregory Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2024 and held it in 3 quarters.
  • Litman Gregory Wealth Management's iShares US Treasury Bond ETF position peaked at $1.27M in Q3 2024.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.