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Spectrum Wealth Counsel’s iShares US Treasury Bond ETF GOVT Stock Holding History

Spectrum Wealth Counsel’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 		$1.09M Buy
47,424
+4,090
+9% +$92.7K 0.13% 71
2024
Q4 		$996K Buy
43,334
+4,242
+11% +$96.8K 0.12% 79
2024
Q3 		$917K Buy
39,092
+2,814
+8% +$65.2K 0.11% 78
2024
Q2 		$819K Buy
36,278
+4,590
+14% +$103K 0.1% 72
2024
Q1 		$722K Buy
31,688
+13,645
+76% +$310K 0.09% 88
2023
Q4 		$416K Buy
+18,043
New +$402K 0.06% 102

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

Spectrum Wealth Counsel's GOVT Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares US Treasury Bond ETF (GOVT) stake by 9.4% in Q1 2025, buying an estimated $92.7K and bringing the position to 47,424 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #71.

Spectrum Wealth Counsel first reported a position in GOVT in Q4 2023 and has held it in 6 quarters since. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

  • Spectrum Wealth Counsel held 47,424 shares of iShares US Treasury Bond ETF worth $1.09M as of Q1 2025.
  • Spectrum Wealth Counsel bought 4,090 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $92.7K.
  • iShares US Treasury Bond ETF made up 0.13% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #71 holding.
  • Spectrum Wealth Counsel first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.