SageView Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

SageView Advisory 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 Q4	$387K	Buy	16,807 +1,538	+10%	+$35.6K	0.01%	415
2025 Q3	$353K	Buy	15,269 +571	+4%	+$13.1K	0.01%	467
2025 Q2	$334K	Sell	14,698 -918	-6%	-$20.9K	0.01%	468
2025 Q1	$359K	Sell	15,616 -114,871	-88%	-$2.6M	0.02%	419
2024 Q4	$3M	Buy	130,487 +113,442	+666%	+$2.59M	0.13%	92
2024 Q3	$400K	Buy	+17,045	New	+$395K	0.02%	332
2024 Q2	–	Hold	0	–	–	–	365
2023 Q4	–	Sell	-44,912	Closed	-$1,000K	–	223
2023 Q3	$990K	Sell	44,912 -99,856	-69%	-$2.25M	0.06%	211
2023 Q2	$3.32M	Sell	144,768 -69,741	-33%	-$1.62M	0.18%	79
2023 Q1	$5.02M	Sell	214,509 -100,545	-32%	-$2.32M	0.32%	48
2022 Q4	$7.16M	Buy	+315,054	New	+$7.16M	0.58%	37

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 $83.7B AUM 27.22% 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

SageView Advisory Group's GOVT Position: Q4 2025 in Review

SageView Advisory Group increased its iShares US Treasury Bond ETF (GOVT) stake by 10% in Q4 2025, buying an estimated $35.6K and bringing the position to 16,807 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #415.

SageView Advisory Group first reported a position in GOVT in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.16M in Q4 2022. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

SageView Advisory Group held 16,807 shares of iShares US Treasury Bond ETF worth $387K as of Q4 2025.
SageView Advisory Group bought 1,538 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $35.6K.
iShares US Treasury Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #415 holding.
SageView Advisory Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's iShares US Treasury Bond ETF position peaked at $7.16M in Q4 2022.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.