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

TCI Wealth Advisors’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	-14,514	Closed	-$336K	–	263
2025 Q3	$336K	Buy	+14,514	New	+$333K	0.02%	186
2023 Q2	–	Sell	-693	Closed	-$16.2K	–	1025
2023 Q1	$16.2K	Hold	693	–	–	﹤0.01%	815
2022 Q4	$15.7K	Buy	693 +682	+6,200%	+$15.5K	﹤0.01%	810
2022 Q3	$0	Sell	11 -22	-67%	-$521	﹤0.01%	2379
2022 Q2	$1K	Buy	+33	New	+$794	﹤0.01%	2140
2017 Q2	–	Sell	-303	Closed	-$8K	–	1355
2017 Q1	$8K	Buy	+303	New	+$7.57K	﹤0.01%	618

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

TCI Wealth Advisors's GOVT Position: Q4 2025 in Review

TCI Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 14,514 shares — an estimated $336K sold.

TCI Wealth Advisors first reported a position in GOVT in Q1 2017 and held it in 6 quarters. The position peaked at $336K in Q3 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

TCI Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
TCI Wealth Advisors sold 14,514 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $336K.
TCI Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2017 and held it in 6 quarters.
TCI Wealth Advisors's iShares US Treasury Bond ETF position peaked at $336K in Q3 2025.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.