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VSM Wealth Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

VSM Wealth Advisory’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
-1,132
Closed -$26K – 521
2025
Q1 		$26K Buy
+1,132
New +$25.7K 0.01% 253

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 $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
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 $49B AUM 17.78% 1-Year Est. Return

VSM Wealth Advisory's GOVT Position: Q2 2025 in Review

VSM Wealth Advisory sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 1,132 shares — an estimated $26K sold.

VSM Wealth Advisory first reported a position in GOVT in Q1 2025 and held it in 1 quarter. The position peaked at $26K in Q1 2025. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • VSM Wealth Advisory reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 1,132 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $26K.
  • VSM Wealth Advisory first reported a position in iShares US Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • VSM Wealth Advisory's iShares US Treasury Bond ETF position peaked at $26K in Q1 2025.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.