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Bellwether Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bellwether Advisors’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 		$241K Sell
10,507
-113
-1% -$2.6K 0.04% 144
2025
Q4 		$245K Sell
10,620
-2,683
-20% -$62.1K 0.04% 120
2025
Q3 		$308K Sell
13,303
-50
-0.4% -$1.15K 0.05% 115
2025
Q2 		$307K Sell
13,353
-182
-1% -$4.14K 0.05% 100
2025
Q1 		$311K Sell
13,535
-181
-1% -$4.1K 0.07% 101
2024
Q4 		$315K Sell
13,716
-1,056
-7% -$24.1K 0.06% 103
2024
Q3 		$346K Buy
14,772
+7
+0% +$162 0.07% 96
2024
Q2 		$333K Sell
14,765
-541
-4% -$12.1K 0.07% 99
2024
Q1 		$349K Sell
15,306
-1,621
-10% -$36.8K 0.08% 102
2023
Q4 		$390K Sell
16,927
-469
-3% -$10.4K 0.1% 95
2023
Q3 		$383K Sell
17,396
-1,448
-8% -$32.6K 0.1% 93
2023
Q2 		$432K Sell
18,844
-593
-3% -$13.8K 0.13% 68
2023
Q1 		$454K Sell
19,437
-1,768
-8% -$40.8K 0.12% 94
2022
Q4 		$482K Sell
21,205
-2,441
-10% -$55.5K 0.14% 95
2022
Q3 		$538K Sell
23,646
-28
-0.1% -$663 0.18% 68
2022
Q2 		$565K Sell
23,674
-1,663
-7% -$40K 0.18% 75
2022
Q1 		$631K Sell
25,337
-905
-3% -$23.2K 0.19% 87
2021
Q4 		$700K Sell
26,242
-40,999
-61% -$1.09M 0.22% 74
2021
Q3 		$1.78M Sell
67,241
-9,756
-13% -$261K 0.59% 37
2021
Q2 		$2.05M Sell
76,997
-2,186
-3% -$57.7K 0.71% 37
2021
Q1 		$2.07M Sell
79,183
-85
-0.1% -$2.27K 0.82% 35
2020
Q4 		$2.16M Buy
+79,268
New +$2.19M 0.95% 30

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

Bellwether Advisors's GOVT Position: Q1 2026 in Review

Bellwether Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q1 2026, selling an estimated $2.6K and leaving 10,507 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #144.

Bellwether Advisors first reported a position in GOVT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.16M in Q4 2020. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Bellwether Advisors held 10,507 shares of iShares US Treasury Bond ETF worth $241K as of Q1 2026.
  • Bellwether Advisors sold 113 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.6K.
  • iShares US Treasury Bond ETF made up 0.04% of Bellwether Advisors's portfolio in Q1 2026, its #144 holding.
  • Bellwether Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's iShares US Treasury Bond ETF position peaked at $2.16M in Q4 2020.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.