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Benjamin Edwards Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Benjamin Edwards Inc’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 		$239K Buy
+10,431
New +$240K ﹤0.01% 1253
2025
Q4 		– Sell
-12,634
Closed -$292K – 1338
2025
Q3 		$292K Buy
+12,634
New +$290K ﹤0.01% 1110
2020
Q2 		– Sell
-22,017
Closed -$617K – 377
2020
Q1 		$617K Buy
+22,017
New +$591K 0.64% 54

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

Benjamin Edwards Inc's GOVT Position: Q1 2026 in Review

Benjamin Edwards Inc opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 10,431 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1253 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in GOVT as recently as Q3 2025.

Benjamin Edwards Inc first reported a position in GOVT in Q1 2020 and has held it in 3 quarters since. The position peaked at $617K in Q1 2020. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Benjamin Edwards Inc held 10,431 shares of iShares US Treasury Bond ETF worth $239K as of Q1 2026.
  • iShares US Treasury Bond ETF was a new Benjamin Edwards Inc position in Q1 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1253 holding.
  • Benjamin Edwards Inc first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • Benjamin Edwards Inc's iShares US Treasury Bond ETF position peaked at $617K in Q1 2020.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.