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

Dakota 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 		$3.26M Buy
142,408
+88,378
+164% +$2.04M 0.07% 217
2025
Q4 		$1.24M Buy
+54,030
New +$1.25M 0.02% 360
2024
Q1 		– Sell
-9,227
Closed -$213K – 746
2023
Q4 		$213K Buy
+9,227
New +$205K 0.01% 599

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

Dakota Wealth Management's GOVT Position: Q1 2026 in Review

Dakota Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 164% in Q1 2026, buying an estimated $2.04M and bringing the position to 142,408 shares worth $3.26M. The position accounts for 0.07% of the portfolio, ranked #217.

Dakota Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Dakota Wealth Management held 142,408 shares of iShares US Treasury Bond ETF worth $3.26M as of Q1 2026.
  • Dakota Wealth Management bought 88,378 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.04M.
  • iShares US Treasury Bond ETF made up 0.07% of Dakota Wealth Management's portfolio in Q1 2026, its #217 holding.
  • Dakota Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

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