TFF
GOVT icon

The Family Firm’s iShares US Treasury Bond ETF GOVT Stock Holding History

The Family Firm’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
Q2 		$2.13M Buy
92,479
+1,804
+2% +$41.1K 0.51% 50
2025
Q1 		$2.08M Buy
90,675
+1,107
+1% +$25.1K 0.47% 47
2024
Q4 		$2.06M Buy
89,568
+9,921
+12% +$226K 0.46% 47
2024
Q3 		$1.87M Buy
79,647
+15,634
+24% +$362K 0.41% 53
2024
Q2 		$1.44M Buy
64,013
+2,676
+4% +$60K 0.32% 60
2024
Q1 		$1.4M Buy
61,337
+13,538
+28% +$308K 0.34% 62
2023
Q4 		$1.1M Buy
47,799
+16,296
+52% +$363K 0.28% 65
2023
Q3 		$694K Sell
31,503
-1,546
-5% -$34.8K 0.19% 87
2023
Q2 		$757K Buy
33,049
+4,488
+16% +$104K 0.2% 84
2023
Q1 		$668K Sell
28,561
-1,244
-4% -$28.7K 0.19% 88
2022
Q4 		$677K Sell
29,805
-27,687
-48% -$629K 0.2% 90
2022
Q3 		$1.31M Buy
57,492
+2,074
+4% +$49.1K 0.42% 51
2022
Q2 		$1.32M Buy
55,418
+1,451
+3% +$34.9K 0.39% 52
2022
Q1 		$1.34M Buy
53,967
+19,109
+55% +$489K 0.35% 60
2021
Q4 		$930K Buy
34,858
+88
+0.3% +$2.33K 0.24% 75
2021
Q3 		$915K Buy
+34,770
New +$931K 0.24% 72

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

The Family Firm's GOVT Position: Q2 2025 in Review

The Family Firm increased its iShares US Treasury Bond ETF (GOVT) stake by 2% in Q2 2025, buying an estimated $41.1K and bringing the position to 92,479 shares worth $2.13M. The position accounts for 0.51% of the portfolio, ranked #50.

The Family Firm first reported a position in GOVT in Q3 2021 and has held it in 16 quarters since. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • The Family Firm held 92,479 shares of iShares US Treasury Bond ETF worth $2.13M as of Q2 2025.
  • The Family Firm bought 1,804 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $41.1K.
  • iShares US Treasury Bond ETF made up 0.51% of The Family Firm's portfolio in Q2 2025, its #50 holding.
  • The Family Firm first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.