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TruNorth Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

TruNorth Capital 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
Q2 		– Sell
-1,415
Closed -$32.5K – 385
2025
Q1 		$32.5K Buy
+1,415
New +$32.1K 0.01% 258

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Truist Financial
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PNC Financial Services Group
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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
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Wealth Enhancement Advisory Services
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TruNorth Capital Management's GOVT Position: Q2 2025 in Review

TruNorth Capital Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 1,415 shares — an estimated $32.5K sold.

TruNorth Capital Management first reported a position in GOVT in Q1 2025 and held it in 1 quarter. The position peaked at $32.5K in Q1 2025. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • TruNorth Capital Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 1,415 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $32.5K.
  • TruNorth Capital Management first reported a position in iShares US Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • TruNorth Capital Management's iShares US Treasury Bond ETF position peaked at $32.5K in Q1 2025.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on TruNorth Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.