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Atomi Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Atomi Financial Group’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 		$357K Buy
15,562
+4,057
+35% +$93.5K 0.01% 862
2025
Q4 		$265K Sell
11,505
-36
-0.3% -$833 0.01% 1004
2025
Q3 		$267K Sell
11,541
-1,177
-9% -$27K 0.01% 957
2025
Q2 		$292K Buy
+12,718
New +$290K 0.01% 834
2024
Q2 		– Sell
-9,571
Closed -$218K – 818
2024
Q1 		$218K Buy
+9,571
New +$218K 0.02% 646

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

Atomi Financial Group's GOVT Position: Q1 2026 in Review

Atomi Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 35% in Q1 2026, buying an estimated $93.5K and bringing the position to 15,562 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #862.

Atomi Financial Group first reported a position in GOVT in Q1 2024 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Atomi Financial Group held 15,562 shares of iShares US Treasury Bond ETF worth $357K as of Q1 2026.
  • Atomi Financial Group bought 4,057 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $93.5K.
  • iShares US Treasury Bond ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #862 holding.
  • Atomi Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.