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Steigerwald Gordon & Koch’s iShares US Treasury Bond ETF GOVT Stock Holding History

Steigerwald Gordon & Koch’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 		– Sell
-964
Closed -$22.3K – 925
2025
Q3 		$22.3K Buy
+964
New +$22.1K ﹤0.01% 415

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $58.2B AUM 22.78% 1-Year Est. Return

Steigerwald Gordon & Koch's GOVT Position: Q4 2025 in Review

Steigerwald Gordon & Koch sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 964 shares — an estimated $22.3K sold.

Steigerwald Gordon & Koch first reported a position in GOVT in Q3 2025 and held it in 1 quarter. The position peaked at $22.3K in Q3 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • Steigerwald Gordon & Koch reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 964 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $22.3K.
  • Steigerwald Gordon & Koch first reported a position in iShares US Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's iShares US Treasury Bond ETF position peaked at $22.3K in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2025, filed 23 Jan 2026.