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

Axis 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 		$244K Buy
10,645
+15
+0.1% +$346 0.13% 154
2025
Q4 		$245K Sell
10,630
-541
-5% -$12.5K 0.14% 148
2025
Q3 		$258K Buy
11,171
+586
+6% +$13.4K 0.15% 141
2025
Q2 		$243K Sell
10,585
-2,537
-19% -$57.8K 0.16% 132
2025
Q1 		$302K Sell
13,122
-282
-2% -$6.39K 0.22% 109
2024
Q4 		$308K Buy
+13,404
New +$306K 0.26% 101

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

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

Axis Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 0.14% in Q1 2026, buying an estimated $346 and bringing the position to 10,645 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #154.

Axis Wealth Partners first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q4 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Axis Wealth Partners held 10,645 shares of iShares US Treasury Bond ETF worth $244K as of Q1 2026.
  • Axis Wealth Partners bought 15 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $346.
  • iShares US Treasury Bond ETF made up 0.13% of Axis Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • Axis Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's iShares US Treasury Bond ETF position peaked at $308K in Q4 2024.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

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