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Cherry Tree Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cherry Tree Wealth Management’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 		$52.2K Sell
2,278
-706
-24% -$16.3K 0.01% 263
2025
Q4 		$68.7K Buy
2,984
+978
+49% +$22.6K 0.01% 245
2025
Q3 		$46.4K Hold
2,006
– – 0.01% 264
2025
Q2 		$46.1K Hold
2,006
– – 0.01% 264
2025
Q1 		$46.1K Hold
2,006
– – 0.01% 265
2024
Q4 		$46.1K Hold
2,006
– – 0.01% 260
2024
Q3 		$47K Hold
2,006
– – 0.01% 264
2024
Q2 		$45.3K Hold
2,006
– – 0.01% 254
2024
Q1 		$45.7K Hold
2,006
– – 0.01% 252
2023
Q4 		$46.2K Hold
2,006
– – 0.01% 242
2023
Q3 		$44.2K Hold
2,006
– – 0.01% 236
2023
Q2 		$45.9K Buy
+2,006
New +$46.5K 0.01% 234

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Cherry Tree Wealth Management's GOVT Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 24% in Q1 2026, selling an estimated $16.3K and leaving 2,278 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #263.

Cherry Tree Wealth Management first reported a position in GOVT in Q2 2023 and has held it in 12 quarters since. The position peaked at $68.7K in Q4 2025. 931 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Cherry Tree Wealth Management held 2,278 shares of iShares US Treasury Bond ETF worth $52.2K as of Q1 2026.
  • Cherry Tree Wealth Management sold 706 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $16.3K.
  • iShares US Treasury Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #263 holding.
  • Cherry Tree Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's iShares US Treasury Bond ETF position peaked at $68.7K in Q4 2025.
  • 931 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.