Tortoise Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Tortoise Investment Management’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	-42	Closed	-$971	–	725
2025 Q3	$971	Hold	42	–	–	﹤0.01%	1047
2025 Q2	$965	Hold	42	–	–	﹤0.01%	980
2025 Q1	$965	Hold	42	–	–	﹤0.01%	755
2024 Q4	$965	Hold	42	–	–	﹤0.01%	803
2024 Q3	$985	Hold	42	–	–	﹤0.01%	814
2024 Q2	$948	Hold	42	–	–	﹤0.01%	824
2024 Q1	$956	Hold	42	–	–	﹤0.01%	816
2023 Q4	$968	Hold	42	–	–	﹤0.01%	738
2023 Q3	$926	Hold	42	–	–	﹤0.01%	741
2023 Q2	$962	Sell	42 -195	-82%	-$4.52K	﹤0.01%	731
2023 Q1	$5.54K	Hold	237	–	–	﹤0.01%	604
2022 Q4	$5.38K	Buy	+237	New	+$5.39K	﹤0.01%	603

Other funds holding GOVT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Tortoise Investment Management's GOVT Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 42 shares — an estimated $971 sold.

Tortoise Investment Management first reported a position in GOVT in Q4 2022 and held it in 12 quarters. The position peaked at $5.54K in Q1 2023. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

Tortoise Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 42 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $971.
Tortoise Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 12 quarters.
Tortoise Investment Management's iShares US Treasury Bond ETF position peaked at $5.54K in Q1 2023.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.