MJP Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

MJP Associates’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	-15,141	Closed	-$348K	–	238
2024 Q4	$348K	Buy	+15,141	New	+$345K	0.06%	152
2021 Q4	–	Sell	-8,629	Closed	-$229K	–	159
2021 Q3	$229K	Sell	8,629 -552	-6%	-$14.8K	0.08%	122
2021 Q2	$244K	Buy	9,181 +1,460	+19%	+$38.5K	0.08%	115
2021 Q1	$202K	Sell	7,721 -279	-3%	-$7.46K	0.08%	126
2020 Q4	$218K	Buy	+8,000	New	+$221K	0.09%	108

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MJP Associates's GOVT Position: Q1 2025 in Review

MJP Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 15,141 shares — an estimated $348K sold.

MJP Associates first reported a position in GOVT in Q4 2020 and held it in 5 quarters. The position peaked at $348K in Q4 2024. 792 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

MJP Associates reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
MJP Associates sold 15,141 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $348K.
MJP Associates first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
MJP Associates's iShares US Treasury Bond ETF position peaked at $348K in Q4 2024.
792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on MJP Associates's 13F filing for Q1 2025, filed 30 Apr 2025.