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MJT & Associates Financial Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

MJT & Associates Financial Advisory’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
Q2 		– Sell
-62,957
Closed -$1.45M – 483
2025
Q1 		$1.45M Buy
+62,957
New +$1.43M 1.39% 12

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Envestnet Asset Management
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Truist Financial
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PNC Financial Services Group
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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
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MJT & Associates Financial Advisory's GOVT Position: Q2 2025 in Review

MJT & Associates Financial Advisory sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 62,957 shares — an estimated $1.45M sold.

MJT & Associates Financial Advisory first reported a position in GOVT in Q1 2025 and held it in 1 quarter. The position peaked at $1.45M in Q1 2025. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • MJT & Associates Financial Advisory reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 62,957 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $1.45M.
  • MJT & Associates Financial Advisory first reported a position in iShares US Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's iShares US Treasury Bond ETF position peaked at $1.45M in Q1 2025.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2025, filed 16 Jul 2025.