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

Barnes Wealth Management 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 		$2.17M Buy
94,657
+81,459
+617% +$1.88M 1.1% 22
2025
Q4 		$304K Buy
13,198
+730
+6% +$16.9K 0.16% 125
2025
Q3 		$288K Sell
12,468
-327
-3% -$7.5K 0.16% 125
2025
Q2 		$294K Buy
12,795
+878
+7% +$20K 0.17% 117
2025
Q1 		$274K Buy
11,917
+293
+3% +$6.64K 0.18% 115
2024
Q4 		$267K Buy
+11,624
New +$265K 0.18% 115

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

Barnes Wealth Management Group's GOVT Position: Q1 2026 in Review

Barnes Wealth Management Group increased its iShares US Treasury Bond ETF (GOVT) stake by 617% in Q1 2026, buying an estimated $1.88M and bringing the position to 94,657 shares worth $2.17M. The position accounts for 1.1% of the portfolio, ranked #22.

Barnes Wealth Management Group first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Barnes Wealth Management Group held 94,657 shares of iShares US Treasury Bond ETF worth $2.17M as of Q1 2026.
  • Barnes Wealth Management Group bought 81,459 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.88M.
  • iShares US Treasury Bond ETF made up 1.1% of Barnes Wealth Management Group's portfolio in Q1 2026, its #22 holding.
  • Barnes Wealth Management Group first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.