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

Drive 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	–	Sell	-13,356	Closed	-$308K	–	393
2025 Q4	$308K	Sell	13,356 -348,949	-96%	-$8.08M	0.06%	249
2025 Q3	$8.38M	Sell	362,305 -16,455	-4%	-$377K	1.78%	9
2025 Q2	$8.7M	Buy	378,760 +13,661	+4%	+$311K	1.91%	10
2025 Q1	$8.39M	Buy	365,099 +25,008	+7%	+$567K	1.97%	14
2024 Q4	$7.82M	Buy	340,091 +26,291	+8%	+$600K	1.92%	12
2024 Q3	$7.36M	Buy	313,800 +59,552	+23%	+$1.38M	1.92%	13
2024 Q2	$5.74M	Buy	254,248 +20,959	+9%	+$470K	1.55%	13
2024 Q1	$5.31M	Buy	233,289 +64,094	+38%	+$1.46M	1.49%	14
2023 Q4	$3.9M	Buy	169,195 +55,119	+48%	+$1.23M	1.26%	17
2023 Q3	$2.51M	Buy	114,076 +38,089	+50%	+$857K	0.92%	21
2023 Q2	$1.74M	Buy	75,987 +56,631	+293%	+$1.31M	0.65%	31
2023 Q1	$453K	Buy	+19,356	New	+$447K	0.19%	131

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

Drive Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 13,356 shares — an estimated $308K sold.

Drive Wealth Management first reported a position in GOVT in Q1 2023 and held it in 12 quarters. The position peaked at $8.7M in Q2 2025. 931 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Drive Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Drive Wealth Management sold 13,356 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $308K.
Drive Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2023 and held it in 12 quarters.
Drive Wealth Management's iShares US Treasury Bond ETF position peaked at $8.7M in Q2 2025.
931 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.