Marshall & Sterling Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Marshall & Sterling Wealth 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	-4,386	Closed	-$101K	–	464
2025 Q3	$101K	Sell	4,386 -416	-9%	-$9.54K	0.07%	119
2025 Q2	$110K	Sell	4,802 -327	-6%	-$7.45K	0.07%	107
2025 Q1	$118K	Buy	+5,129	New	+$116K	0.08%	103

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

Marshall & Sterling Wealth Advisors's GOVT Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 4,386 shares — an estimated $101K sold.

Marshall & Sterling Wealth Advisors first reported a position in GOVT in Q1 2025 and held it in 3 quarters. The position peaked at $118K in Q1 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 4,386 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $101K.
Marshall & Sterling Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's iShares US Treasury Bond ETF position peaked at $118K in Q1 2025.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.