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

Semmax Financial Advisors’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	$46.7K	Buy	2,041 +876	+75%	+$19.9K	0.01%	185
2025 Q1	$26.5K	Buy	1,165 +97	+9%	+$2.2K	0.01%	190
2024 Q4	$24.1K	Buy	1,068 +6	+0.6%	+$137	0.01%	182
2024 Q3	$24K	Buy	1,062 +59	+6%	+$1.37K	0.01%	175
2024 Q2	$23.3K	Buy	1,003 +228	+29%	+$5.11K	0.01%	187
2024 Q1	$17.3K	Buy	+775	New	+$17.6K	0.01%	183
2023 Q4	–	Sell	-366	Closed	-$8.06K	–	407
2023 Q3	$8.06K	Buy	+366	New	+$8.24K	﹤0.01%	202

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

Semmax Financial Advisors's GOVT Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 75% in Q2 2025, buying an estimated $19.9K and bringing the position to 2,041 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #185.

Semmax Financial Advisors first reported a position in GOVT in Q3 2023 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

Semmax Financial Advisors held 2,041 shares of iShares US Treasury Bond ETF worth $46.7K as of Q2 2025.
Semmax Financial Advisors bought 876 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $19.9K.
iShares US Treasury Bond ETF made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #185 holding.
Semmax Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 7 quarters since.
770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.