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Commonwealth Retirement Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

Commonwealth Retirement Investments’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 		– Sell
-6,178
Closed -$142K – 241
2025
Q4 		$142K Buy
+6,178
New +$143K 0.05% 136
2023
Q1 		– Sell
-9,179
Closed -$209K – 63
2022
Q4 		$209K Buy
+9,179
New +$209K 0.13% 65

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

Commonwealth Retirement Investments's GOVT Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 6,178 shares — an estimated $142K sold.

Commonwealth Retirement Investments first reported a position in GOVT in Q4 2022 and held it in 2 quarters. The position peaked at $209K in Q4 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 6,178 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $142K.
  • Commonwealth Retirement Investments first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Commonwealth Retirement Investments's iShares US Treasury Bond ETF position peaked at $209K in Q4 2022.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.