Darden Wealth Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Darden Wealth Group’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 Q3	$560K	Sell	25,604 -200	-0.8%	-$4.48K	0.22%	80
2026 Q2	$588K	Sell	25,804 -29	-0.1%	-$660	0.23%	85
2026 Q1	$592K	Sell	25,833 -70	-0.3%	-$1.61K	0.3%	73
2025 Q4	$596K	Sell	25,903 -10	-0%	-$232	0.29%	71
2025 Q3	$599K	Sell	25,913 -16	-0.1%	-$367	0.31%	70
2025 Q2	$596K	Hold	25,929	–	–	0.36%	63
2025 Q1	$596K	Hold	25,929	–	–	0.46%	51
2024 Q4	$596K	Hold	25,929	–	–	0.4%	55
2024 Q3	$608K	Hold	25,929	–	–	0.44%	54
2024 Q2	$585K	Sell	25,929 -4,599	-15%	-$103K	0.35%	51
2024 Q1	$695K	Hold	30,528	–	–	0.54%	52
2023 Q4	$703K	Buy	+30,528	New	+$680K	0.68%	43

Other funds holding GOVT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Darden Wealth Group's GOVT Position: Q3 2026 in Review

Darden Wealth Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.78% in Q3 2026, selling an estimated $4.48K and leaving 25,604 shares worth $560K. The position accounts for 0.22% of the portfolio, ranked #80.

Darden Wealth Group first reported a position in GOVT in Q4 2023 and has held it in 12 quarters since. The position peaked at $703K in Q4 2023. 872 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Darden Wealth Group held 25,604 shares of iShares US Treasury Bond ETF worth $560K as of Q3 2026.
Darden Wealth Group sold 200 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $4.48K.
iShares US Treasury Bond ETF made up 0.22% of Darden Wealth Group's portfolio in Q3 2026, its #80 holding.
Darden Wealth Group first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's iShares US Treasury Bond ETF position peaked at $703K in Q4 2023.
872 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.