VFPW
GOVT icon

Vantage Financial Partners (Wisconsin)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$5.91M Buy
256,529
+16,092
+7% +$373K 1.2% 19
2025
Q3 		$5.56M Buy
240,437
+5,925
+3% +$136K 1.17% 19
2025
Q2 		$5.39M Sell
234,512
-94,030
-29% -$2.14M 1.24% 17
2025
Q1 		$7.55M Buy
328,542
+162,387
+98% +$3.68M 1.88% 14
2024
Q4 		$3.82M Sell
166,155
-432
-0.3% -$9.86K 0.96% 18
2024
Q3 		$3.91M Sell
166,587
-155,140
-48% -$3.59M 0.97% 14
2024
Q2 		$7.26M Buy
321,727
+1,375
+0.4% +$30.8K 1.89% 15
2024
Q1 		$7.29M Buy
320,352
+2,554
+0.8% +$58.1K 1.96% 14
2023
Q4 		$7.32M Buy
317,798
+50,821
+19% +$1.13M 2.15% 13
2023
Q3 		$5.88M Buy
266,977
+12,487
+5% +$281K 2.31% 15
2023
Q2 		$5.83M Buy
254,490
+42,587
+20% +$988K 2.18% 18
2023
Q1 		$4.95M Buy
211,903
+181,208
+590% +$4.19M 1.97% 18
2022
Q4 		$697K Sell
30,695
-32,427
-51% -$737K 0.42% 22
2022
Q3 		$1.44M Sell
63,122
-22,037
-26% -$522K 0.97% 15
2022
Q2 		$2.04M Sell
85,159
-18,790
-18% -$452K 1.2% 10
2022
Q1 		$2.59M Sell
103,949
-435,038
-81% -$11.1M 1.32% 8
2021
Q4 		$14.4M Buy
+538,987
New +$14.3M 5.63% 7

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $49B AUM 17.78% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s GOVT Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares US Treasury Bond ETF (GOVT) stake by 6.7% in Q4 2025, buying an estimated $373K and bringing the position to 256,529 shares worth $5.91M. The position accounts for 1.2% of the portfolio, ranked #19.

Vantage Financial Partners (Wisconsin) first reported a position in GOVT in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.4M in Q4 2021. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 256,529 shares of iShares US Treasury Bond ETF worth $5.91M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 16,092 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $373K.
  • iShares US Treasury Bond ETF made up 1.2% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #19 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares US Treasury Bond ETF position peaked at $14.4M in Q4 2021.
  • 833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.