Strategic Wealth Investment Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Strategic Wealth Investment 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 Q3	–	Sell	-6	Closed	-$138	–	155
2025 Q2	$138	Buy	+6	New	+$137	﹤0.01%	149
2022 Q3	–	Sell	-12,035	Closed	-$288K	–	119
2022 Q2	$288K	Buy	+12,035	New	+$290K	0.07%	108

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Strategic Wealth Investment Group's GOVT Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2025, closing a stake of 6 shares — an estimated $138 sold.

Strategic Wealth Investment Group first reported a position in GOVT in Q2 2022 and held it in 2 quarters. The position peaked at $288K in Q2 2022. 789 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

Strategic Wealth Investment Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 6 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $138.
Strategic Wealth Investment Group first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
Strategic Wealth Investment Group's iShares US Treasury Bond ETF position peaked at $288K in Q2 2022.
789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.