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Ascent Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Ascent Wealth Partners’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 		$1.8M Buy
78,613
+10,242
+15% +$236K 0.21% 98
2025
Q4 		$1.57M Buy
68,371
+1,631
+2% +$37.8K 0.18% 104
2025
Q3 		$1.54M Buy
66,740
+2,466
+4% +$56.5K 0.18% 104
2025
Q2 		$1.48M Buy
64,274
+305
+0.5% +$6.95K 0.18% 106
2025
Q1 		$1.47M Buy
63,969
+6
+0% +$136 0.2% 102
2024
Q4 		$1.47M Buy
63,963
+4,768
+8% +$109K 0.2% 95
2024
Q3 		$1.39M Sell
59,195
-2,507
-4% -$58K 0.19% 95
2024
Q2 		$1.39M Sell
61,702
-804
-1% -$18K 0.2% 95
2024
Q1 		$1.42M Buy
62,506
+48,903
+360% +$1.11M 0.21% 91
2023
Q4 		$313K Sell
13,603
-139
-1% -$3.09K 0.05% 144
2023
Q3 		$303K Sell
13,742
-261
-2% -$5.88K 0.06% 141
2023
Q2 		$321K Buy
14,003
+510
+4% +$11.8K 0.06% 138
2023
Q1 		$315K Sell
13,493
-277
-2% -$6.4K 0.06% 133
2022
Q4 		$313K Sell
13,770
-209
-1% -$4.75K 0.07% 130
2022
Q3 		$318K Buy
+13,979
New +$331K 0.08% 119

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

Ascent Wealth Partners's GOVT Position: Q1 2026 in Review

Ascent Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 15% in Q1 2026, buying an estimated $236K and bringing the position to 78,613 shares worth $1.8M. The position accounts for 0.21% of the portfolio, ranked #98.

Ascent Wealth Partners first reported a position in GOVT in Q3 2022 and has held it in 15 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Ascent Wealth Partners held 78,613 shares of iShares US Treasury Bond ETF worth $1.8M as of Q1 2026.
  • Ascent Wealth Partners bought 10,242 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $236K.
  • iShares US Treasury Bond ETF made up 0.21% of Ascent Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • Ascent Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.