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Morningstar Investment Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-104,929
Closed -$2.47M – 234
2024
Q3 		$2.47M Buy
104,929
+863
+0.8% +$20K 0.03% 163
2024
Q2 		$2.36M Buy
104,066
+83,504
+406% +$1.87M 0.03% 160
2024
Q1 		$468K Sell
20,562
-1,768
-8% -$40.2K 0.01% 240
2023
Q4 		$515K Buy
22,330
+9,733
+77% +$217K ﹤0.01% 285
2023
Q3 		$278K Buy
+12,597
New +$284K ﹤0.01% 249

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services's GOVT Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 104,929 shares — an estimated $2.47M sold.

Morningstar Investment Services first reported a position in GOVT in Q3 2023 and held it in 5 quarters. The position peaked at $2.47M in Q3 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 104,929 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $2.47M.
  • Morningstar Investment Services first reported a position in iShares US Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
  • Morningstar Investment Services's iShares US Treasury Bond ETF position peaked at $2.47M in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.