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

Prosperity 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 Q2	–	Sell	-13,574	Closed	-$312K	–	172
2025 Q1	$312K	Buy	+13,574	New	+$308K	0.16%	120
2024 Q4	–	Sell	-23,630	Closed	-$554K	–	182
2024 Q3	$554K	Buy	23,630 +13,487	+133%	+$312K	0.31%	79
2024 Q2	$229K	Sell	10,143 -7,899	-44%	-$177K	0.14%	122
2024 Q1	$411K	Buy	18,042 +461	+3%	+$10.5K	0.25%	92
2023 Q4	$405K	Buy	+17,581	New	+$391K	0.28%	80
2023 Q2	–	Sell	-14,817	Closed	-$346K	–	133
2023 Q1	$346K	Buy	+14,817	New	+$342K	0.35%	66

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Prosperity Financial Group's GOVT Position: Q2 2025 in Review

Prosperity Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 13,574 shares — an estimated $312K sold.

Prosperity Financial Group first reported a position in GOVT in Q1 2023 and held it in 6 quarters. The position peaked at $554K in Q3 2024. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

Prosperity Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Financial Group sold 13,574 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $312K.
Prosperity Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
Prosperity Financial Group's iShares US Treasury Bond ETF position peaked at $554K in Q3 2024.
770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Prosperity Financial Group's 13F filing for Q2 2025, filed 30 Jul 2025.