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Lokken Investment Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lokken Investment Group’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
Q3 		$948K Buy
41,008
+15,781
+63% +$362K 0.33% 70
2025
Q2 		$580K Buy
+25,227
New +$574K 0.22% 79

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

Lokken Investment Group's GOVT Position: Q3 2025 in Review

Lokken Investment Group increased its iShares US Treasury Bond ETF (GOVT) stake by 63% in Q3 2025, buying an estimated $362K and bringing the position to 41,008 shares worth $948K. The position accounts for 0.33% of the portfolio, ranked #70.

Lokken Investment Group first reported a position in GOVT in Q2 2025 and has held it in 2 quarters since. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

  • Lokken Investment Group held 41,008 shares of iShares US Treasury Bond ETF worth $948K as of Q3 2025.
  • Lokken Investment Group bought 15,781 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $362K.
  • iShares US Treasury Bond ETF made up 0.33% of Lokken Investment Group's portfolio in Q3 2025, its #70 holding.
  • Lokken Investment Group first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.