Crewe Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Crewe Advisors’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	$25.7K	Sell	1,120 -653	-37%	-$15.1K	﹤0.01%	472
2025 Q4	$40.8K	Buy	1,773 +530	+43%	+$12.3K	﹤0.01%	390
2025 Q3	$28.7K	Buy	+1,243	New	+$28.5K	﹤0.01%	440
2024 Q3	–	Sell	-3,589	Closed	-$81K	–	829
2024 Q2	$81K	Hold	3,589	–	–	0.01%	301
2024 Q1	$81.7K	Buy	+3,589	New	+$81.6K	0.01%	304
2022 Q4	–	Sell	-19,385	Closed	-$441K	–	1121
2022 Q3	$441K	Hold	19,385	–	–	0.08%	81
2022 Q2	$463K	Buy	+19,385	New	+$466K	0.1%	62

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

Crewe Advisors's GOVT Position: Q1 2026 in Review

Crewe Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 37% in Q1 2026, selling an estimated $15.1K and leaving 1,120 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Crewe Advisors first reported a position in GOVT in Q2 2022 and has held it in 7 quarters since. The position peaked at $463K in Q2 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Crewe Advisors held 1,120 shares of iShares US Treasury Bond ETF worth $25.7K as of Q1 2026.
Crewe Advisors sold 653 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $15.1K.
iShares US Treasury Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #472 holding.
Crewe Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 7 quarters since.
Crewe Advisors's iShares US Treasury Bond ETF position peaked at $463K in Q2 2022.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.