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

Roxbury Financial’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
Q1 		– Sell
-67
Closed -$1.56K – 377
2024
Q4 		$1.56K Buy
+67
New +$1.53K ﹤0.01% 363

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Roxbury Financial's GOVT Position: Q1 2025 in Review

Roxbury Financial sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 67 shares — an estimated $1.56K sold.

Roxbury Financial first reported a position in GOVT in Q4 2024 and held it in 1 quarter. The position peaked at $1.56K in Q4 2024. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Roxbury Financial reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Roxbury Financial sold 67 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $1.56K.
  • Roxbury Financial first reported a position in iShares US Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Roxbury Financial's iShares US Treasury Bond ETF position peaked at $1.56K in Q4 2024.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.