EW
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Element Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Element Wealth’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 		$3.91M Sell
170,653
-6,797
-4% -$157K 1.61% 13
2025
Q4 		$4.09M Sell
177,450
-5,183
-3% -$120K 1.68% 14
2025
Q3 		$4.22M Sell
182,633
-3,981
-2% -$91.3K 1.84% 12
2025
Q2 		$4.29M Sell
186,614
-2,786
-1% -$63.4K 1.97% 11
2025
Q1 		$4.35M Buy
189,400
+13,168
+7% +$298K 2.33% 9
2024
Q4 		$4.05M Buy
176,232
+35,385
+25% +$807K 2.12% 9
2024
Q3 		$3.3M Buy
140,847
+5,390
+4% +$125K 1.75% 14
2024
Q2 		$3.06M Buy
135,457
+50,424
+59% +$1.13M 1.72% 14
2024
Q1 		$1.94M Buy
85,033
+5,518
+7% +$125K 1.13% 18
2023
Q4 		$1.83M Buy
79,515
+48,591
+157% +$1.08M 1.15% 20
2023
Q3 		$682K Buy
30,924
+1,800
+6% +$40.5K 0.49% 41
2023
Q2 		$667K Buy
29,124
+6,218
+27% +$144K 0.46% 40
2023
Q1 		$536K Buy
22,906
+11,950
+109% +$276K 0.4% 46
2022
Q4 		$249K Buy
10,956
+7,914
+260% +$180K 0.2% 97
2022
Q3 		$69K Buy
3,042
+1
+0% +$24 0.06% 137
2022
Q2 		$73K Buy
3,041
+268
+10% +$6.45K 0.07% 132
2022
Q1 		$69K Buy
2,773
+2,588
+1,399% +$66.3K 0.06% 147
2021
Q4 		$5K Hold
185
– – ﹤0.01% 172
2021
Q3 		$5K Hold
185
– – ﹤0.01% 161
2021
Q2 		$5K Hold
185
– – ﹤0.01% 154
2021
Q1 		$5K Hold
185
– – ﹤0.01% 153
2020
Q4 		$5K Buy
+185
New +$5.1K ﹤0.01% 140
2020
Q1 		– Sell
-685
Closed -$18K – 122
2019
Q4 		$18K Buy
+685
New +$17.9K 0.02% 98

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

Element Wealth's GOVT Position: Q1 2026 in Review

Element Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 3.8% in Q1 2026, selling an estimated $157K and leaving 170,653 shares worth $3.91M. The position accounts for 1.61% of the portfolio, ranked #13.

Element Wealth first reported a position in GOVT in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.35M in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Element Wealth held 170,653 shares of iShares US Treasury Bond ETF worth $3.91M as of Q1 2026.
  • Element Wealth sold 6,797 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $157K.
  • iShares US Treasury Bond ETF made up 1.61% of Element Wealth's portfolio in Q1 2026, its #13 holding.
  • Element Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Element Wealth's iShares US Treasury Bond ETF position peaked at $4.35M in Q1 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.