BridgePort Financial Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

BridgePort Financial Solutions’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	$320K	Buy	+13,960	New	+$322K	0.09%	168

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

BridgePort Financial Solutions's GOVT Position: Q1 2026 in Review

BridgePort Financial Solutions opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 13,960 shares worth $320K. The stake represents 0.09% of the portfolio and ranks #168 among its holdings.

926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

BridgePort Financial Solutions held 13,960 shares of iShares US Treasury Bond ETF worth $320K as of Q1 2026.
iShares US Treasury Bond ETF was a new BridgePort Financial Solutions position in Q1 2026.
iShares US Treasury Bond ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q1 2026, its #168 holding.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.