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Able Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Able 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
2026
Q1 		$860K Buy
+37,559
New +$866K 0.23% 64
2024
Q1 		– Sell
-3,490
Closed -$80.4K – 279
2023
Q4 		$80.4K Buy
+3,490
New +$77.7K 0.07% 107

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Able Wealth Management's GOVT Position: Q1 2026 in Review

Able Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 37,559 shares worth $860K. The stake represents 0.23% of the portfolio and ranks #64 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in GOVT as recently as Q4 2023.

Able Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Able Wealth Management held 37,559 shares of iShares US Treasury Bond ETF worth $860K as of Q1 2026.
  • iShares US Treasury Bond ETF was a new Able Wealth Management position in Q1 2026.
  • iShares US Treasury Bond ETF made up 0.23% of Able Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Able Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.