ORG Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

ORG Partners’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	$2.25M	Sell	97,622 -1,100	-1%	-$25.5K	0.4%	52
2025 Q3	$2.28M	Buy	98,722 +12,475	+14%	+$286K	0.42%	48
2025 Q2	$1.98M	Buy	86,247 +5,403	+7%	+$123K	0.42%	51
2025 Q1	$1.86M	Sell	80,844 -14	-0%	-$317	0.46%	43
2024 Q4	$1.86M	Buy	80,858 +2,929	+4%	+$66.8K	0.25%	71
2024 Q3	$1.83M	Buy	77,929 +1,024	+1%	+$23.7K	0.29%	67
2024 Q2	$1.72M	Buy	+76,905	New	+$1.72M	0.21%	97
2024 Q1	–	Sell	-21,630	Closed	-$499K	–	741
2023 Q4	$499K	Buy	21,630 +9,375	+76%	+$209K	0.08%	175
2023 Q3	$270K	Sell	12,255 -436,580	-97%	-$9.83M	0.08%	243
2023 Q2	$10.2M	Sell	448,835 -3,792	-0.8%	-$88K	1.66%	8
2023 Q1	$10.6M	Buy	+452,627	New	+$10.5M	2.58%	7

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ORG Partners's GOVT Position: Q4 2025 in Review

ORG Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q4 2025, selling an estimated $25.5K and leaving 97,622 shares worth $2.25M. The position accounts for 0.4% of the portfolio, ranked #52.

ORG Partners first reported a position in GOVT in Q1 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q1 2023. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

ORG Partners held 97,622 shares of iShares US Treasury Bond ETF worth $2.25M as of Q4 2025.
ORG Partners sold 1,100 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $25.5K.
iShares US Treasury Bond ETF made up 0.4% of ORG Partners's portfolio in Q4 2025, its #52 holding.
ORG Partners first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares US Treasury Bond ETF position peaked at $10.6M in Q1 2023.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.