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Menard Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Menard Financial 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
Q1 		– Sell
-574
Closed -$13.2K – 172
2024
Q4 		$13.2K Buy
+574
New +$13.1K 0.01% 227
2020
Q1 		– Sell
-138,130
Closed -$3.58M – 59
2019
Q4 		$3.58M Buy
+138,130
New +$3.61M 3.45% 5

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 $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
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 $58.2B AUM 22.78% 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

Menard Financial Group's GOVT Position: Q1 2025 in Review

Menard Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 574 shares — an estimated $13.2K sold.

Menard Financial Group first reported a position in GOVT in Q4 2019 and held it in 2 quarters. The position peaked at $3.58M in Q4 2019. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Menard Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 574 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $13.2K.
  • Menard Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Menard Financial Group's iShares US Treasury Bond ETF position peaked at $3.58M in Q4 2019.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.