Reflection Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Reflection Asset Management’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	$105K	Buy	+4,564	New	+$106K	0.07%	155

Other funds holding GOVT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Reflection Asset Management's GOVT Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q4 2025: 4,564 shares worth $105K. The stake represents 0.07% of the portfolio and ranks #155 among its holdings.

833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

Reflection Asset Management held 4,564 shares of iShares US Treasury Bond ETF worth $105K as of Q4 2025.
iShares US Treasury Bond ETF was a new Reflection Asset Management position in Q4 2025.
iShares US Treasury Bond ETF made up 0.07% of Reflection Asset Management's portfolio in Q4 2025, its #155 holding.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.