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

BlueStem 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	$33.2M	Buy	1,447,241 +246,853	+21%	+$5.69M	3.68%	8
2025 Q4	$27.6M	Sell	1,200,388 -6,179	-0.5%	-$143K	3.05%	10
2025 Q3	$27.9M	Buy	1,206,567 +106,055	+10%	+$2.43M	3.19%	9
2025 Q2	$25.3M	Sell	1,100,512 -556,773	-34%	-$12.7M	3.11%	9
2025 Q1	$38.1M	Buy	1,657,285 +121,440	+8%	+$2.75M	5.19%	5
2024 Q4	$35.3M	Buy	+1,535,845	New	+$35M	4.63%	9

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

BlueStem Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 21% in Q1 2026, buying an estimated $5.69M and bringing the position to 1,447,241 shares worth $33.2M. The position accounts for 3.68% of the portfolio, ranked #8.

BlueStem Wealth Partners first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $38.1M in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

BlueStem Wealth Partners held 1,447,241 shares of iShares US Treasury Bond ETF worth $33.2M as of Q1 2026.
BlueStem Wealth Partners bought 246,853 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $5.69M.
iShares US Treasury Bond ETF made up 3.68% of BlueStem Wealth Partners's portfolio in Q1 2026, its #8 holding.
BlueStem Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's iShares US Treasury Bond ETF position peaked at $38.1M in Q1 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.