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Barrett & Company’s iShares US Treasury Bond ETF GOVT Stock Holding History

Barrett & Company’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 		$15.9K Hold
692
– – 0.01% 428
2025
Q4 		$15.9K Hold
692
– – 0.01% 430
2025
Q3 		$16K Hold
692
– – 0.01% 430
2025
Q2 		$15.9K Hold
692
– – 0.01% 437
2025
Q1 		$15.9K Hold
692
– – 0.01% 400
2024
Q4 		$15.9K Hold
692
– – 0.01% 393
2024
Q3 		$16.2K Buy
692
+578
+507% +$13.4K 0.01% 387
2024
Q2 		$2.57K Hold
114
– – ﹤0.01% 529
2024
Q1 		$2.6K Hold
114
– – ﹤0.01% 533
2023
Q4 		$2.63K Hold
114
– – ﹤0.01% 517
2023
Q3 		$2.51K Hold
114
– – ﹤0.01% 528
2023
Q2 		$2.61K Hold
114
– – ﹤0.01% 512
2023
Q1 		$2.67K Hold
114
– – ﹤0.01% 492
2022
Q4 		$2.59K Hold
114
– – ﹤0.01% 500
2022
Q3 		$2.59K Buy
+114
New +$2.7K ﹤0.01% 500

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

Barrett & Company's GOVT Position: Q1 2026 in Review

Barrett & Company held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2026 at 692 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #428.

Barrett & Company first reported a position in GOVT in Q3 2022 and has held it in 15 quarters since. The position peaked at $16.2K in Q3 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Barrett & Company held 692 shares of iShares US Treasury Bond ETF worth $15.9K as of Q1 2026.
  • Barrett & Company left its iShares US Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares US Treasury Bond ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #428 holding.
  • Barrett & Company first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's iShares US Treasury Bond ETF position peaked at $16.2K in Q3 2024.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.