AWM
GOVT icon

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

Activest 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 		– Sell
-4,335
Closed -$99.9K – 1277
2025
Q4 		$99.8K Buy
+4,335
New +$100K 0.02% 219

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

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

Activest Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 4,335 shares — an estimated $99.9K sold.

Activest Wealth Management first reported a position in GOVT in Q4 2025 and held it in 1 quarter. The position peaked at $99.8K in Q4 2025. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Activest Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Activest Wealth Management sold 4,335 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $99.9K.
  • Activest Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Activest Wealth Management's iShares US Treasury Bond ETF position peaked at $99.8K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.