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

SVB Wealth’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	–	Sell	-12,405	Closed	-$285K	–	1599
2024 Q4	$285K	Buy	+12,405	New	+$283K	0.01%	581
2024 Q3	–	Sell	-12,070	Closed	-$272K	–	250
2024 Q2	$272K	Buy	+12,070	New	+$271K	0.01%	587
2021 Q1	–	Sell	-9,912	Closed	-$270K	–	945
2020 Q4	$270K	Buy	+9,912	New	+$273K	﹤0.01%	655

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's GOVT Position: Q1 2025 in Review

SVB Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2025, closing a stake of 12,405 shares — an estimated $285K sold.

SVB Wealth first reported a position in GOVT in Q4 2020 and held it in 3 quarters. The position peaked at $285K in Q4 2024. 790 funds tracked by Wall St. Rank hold GOVT as of Q1 2025.

SVB Wealth reported no remaining iShares US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
SVB Wealth sold 12,405 iShares US Treasury Bond ETF shares in Q1 2025, an estimated $285K.
SVB Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
SVB Wealth's iShares US Treasury Bond ETF position peaked at $285K in Q4 2024.
790 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.