Spartan Planning & Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Spartan Planning & Wealth 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 Q3	–	Sell	-38,861	Closed	-$893K	–	79
2025 Q2	$893K	Sell	38,861 -172,574	-82%	-$3.93M	0.76%	28
2025 Q1	$4.86M	Buy	211,435 +94,002	+80%	+$2.13M	4.71%	6
2024 Q4	$2.7M	Buy	+117,433	New	+$2.68M	2.47%	14
2023 Q4	$6.76M	Buy	293,619 +222,297	+312%	+$4.95M	7.21%	3
2023 Q3	$1.57M	Buy	+71,322	New	+$1.61M	1.84%	10
2022 Q4	$1.32M	Buy	58,071 +14,545	+33%	+$331K	1.64%	10
2022 Q3	$991K	Buy	43,526 +3,527	+9%	+$83.6K	1.3%	11
2022 Q2	$956K	Sell	39,999 -360	-0.9%	-$8.66K	1.28%	9
2022 Q1	$1M	Buy	+40,359	New	+$1.03M	1.26%	15

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

Spartan Planning & Wealth Management's GOVT Position: Q3 2025 in Review

Spartan Planning & Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2025, closing a stake of 38,861 shares — an estimated $893K sold.

Spartan Planning & Wealth Management first reported a position in GOVT in Q1 2022 and held it in 9 quarters. The position peaked at $6.76M in Q4 2023. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

Spartan Planning & Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 38,861 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $893K.
Spartan Planning & Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 9 quarters.
Spartan Planning & Wealth Management's iShares US Treasury Bond ETF position peaked at $6.76M in Q4 2023.
787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.