SXL
GOVT icon

Summit X LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Summit X LLC’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
-30,671
Closed -$705K – 97
2025
Q2 		$705K Sell
30,671
-972
-3% -$22.1K 0.13% 115
2025
Q1 		$727K Sell
31,643
-1,661
-5% -$37.6K 0.15% 105
2024
Q4 		$765K Sell
33,304
-1,350
-4% -$30.8K 0.17% 96
2024
Q3 		$782K Sell
34,654
-1,024
-3% -$23.7K 0.19% 92
2024
Q2 		$805K Sell
35,678
-686
-2% -$15.4K 0.18% 94
2024
Q1 		$828K Sell
36,364
-23,885
-40% -$543K 0.21% 90
2023
Q4 		$1.39M Sell
60,249
-19,518
-24% -$434K 0.39% 53
2023
Q3 		$1.76M Sell
79,767
-151,740
-66% -$3.42M 0.56% 35
2023
Q2 		$5.3M Sell
231,507
-6,106
-3% -$142K 1.29% 14
2023
Q1 		$5.56M Buy
237,613
+96,712
+69% +$2.23M 1.44% 14
2022
Q4 		$3.37M Sell
140,901
-243,816
-63% -$5.54M 0.97% 23
2022
Q3 		$8.75M Buy
384,717
+243,811
+173% +$5.78M 2.58% 5
2022
Q2 		$3.37M Buy
140,906
+3,804
+3% +$91.5K 0.98% 23
2022
Q1 		$3.42M Sell
137,102
-3,630
-3% -$93K 0.84% 26
2021
Q4 		$3.76M Buy
140,732
+4,751
+3% +$126K 0.87% 26
2021
Q3 		$3.62M Sell
135,981
-7,680
-5% -$206K 0.91% 26
2021
Q2 		$3.82M Buy
143,661
+1,532
+1% +$40.4K 0.96% 26
2021
Q1 		$3.73M Buy
142,129
+28,784
+25% +$769K 1.02% 23
2020
Q4 		$3.08M Buy
+113,345
New +$3.13M 0.91% 22
2020
Q2 		$5.56M Sell
198,613
-117,167
-37% -$3.28M 2.06% 9
2020
Q1 		$8.85M Sell
315,780
-50,882
-14% -$1.37M 4.13% 3
2019
Q4 		$9.52M Buy
366,662
+85,807
+31% +$2.24M 3.54% 2
2019
Q3 		$7.39M Buy
280,855
+20,098
+8% +$525K 2.96% 3
2019
Q2 		$6.71M Buy
260,757
+156,053
+149% +$3.95M 2.74% 3
2019
Q1 		$2.64M Buy
104,704
+66,523
+174% +$1.65M 1.13% 18
2018
Q4 		$935K Buy
38,181
+1,386
+4% +$33.7K 0.54% 46
2018
Q3 		$885K Buy
36,795
+2,178
+6% +$53.4K 0.43% 50
2018
Q2 		$842K Buy
34,617
+5,957
+21% +$146K 0.47% 46
2018
Q1 		$697K Buy
+28,660
New +$707K 0.42% 58

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Summit X LLC's GOVT Position: Q3 2025 in Review

Summit X LLC sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2025, closing a stake of 30,671 shares — an estimated $705K sold.

Summit X LLC first reported a position in GOVT in Q1 2018 and held it in 29 quarters. The position peaked at $9.52M in Q4 2019. 789 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

  • Summit X LLC reported no remaining iShares US Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 30,671 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $705K.
  • Summit X LLC first reported a position in iShares US Treasury Bond ETF in Q1 2018 and held it in 29 quarters.
  • Summit X LLC's iShares US Treasury Bond ETF position peaked at $9.52M in Q4 2019.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.