Tyler-Stone Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Tyler-Stone Wealth 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	$239K	Hold	10,407	–	–	0.04%	305
2025 Q1	$239K	Sell	10,407 -1,953	-16%	-$44.3K	0.04%	292
2024 Q4	$284K	Buy	12,360 +493	+4%	+$11.2K	0.05%	261
2024 Q3	$278K	Buy	+11,867	New	+$275K	0.05%	261
2022 Q3	–	Sell	-285	Closed	-$7K	–	876
2022 Q2	$7K	Hold	285	–	–	﹤0.01%	610
2022 Q1	$7K	Hold	285	–	–	﹤0.01%	624
2021 Q4	$8K	Buy	+285	New	+$7.55K	﹤0.01%	645

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Tyler-Stone Wealth Management's GOVT Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2025 at 10,407 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #305.

Tyler-Stone Wealth Management first reported a position in GOVT in Q4 2021 and has held it in 7 quarters since. The position peaked at $284K in Q4 2024. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

Tyler-Stone Wealth Management held 10,407 shares of iShares US Treasury Bond ETF worth $239K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares US Treasury Bond ETF share count unchanged in Q2 2025.
iShares US Treasury Bond ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #305 holding.
Tyler-Stone Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 7 quarters since.
Tyler-Stone Wealth Management's iShares US Treasury Bond ETF position peaked at $284K in Q4 2024.
770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.