Empirical Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Empirical Asset 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	$912K	Buy	39,800 +12,394	+45%	+$286K	0.24%	112
2025 Q4	$631K	Sell	27,406 -1,968	-7%	-$45.6K	0.18%	163
2025 Q3	$679K	Buy	29,374 +3,545	+14%	+$81.3K	0.19%	179
2025 Q2	$594K	Buy	25,829 +906	+4%	+$20.6K	0.18%	178
2025 Q1	$573K	Sell	24,923 -59,021	-70%	-$1.34M	0.2%	153
2024 Q4	$655K	Buy	83,944 +656	+0.8%	+$15K	0.22%	129
2024 Q3	$652K	Buy	83,288 +530	+0.6%	+$12.3K	0.23%	131
2024 Q2	$618K	Buy	82,758 +60,535	+272%	+$1.36M	0.23%	121
2024 Q1	$506K	Sell	22,223 -369	-2%	-$8.39K	0.24%	108
2023 Q4	$521K	Sell	22,592 -1,303	-5%	-$29K	0.42%	85
2023 Q3	$527K	Sell	23,895 -1,857	-7%	-$41.8K	0.46%	82
2023 Q2	$590K	Sell	25,752 -7,299	-22%	-$169K	0.52%	65
2023 Q1	$773K	Buy	33,051 +6,796	+26%	+$157K	0.74%	44
2022 Q4	$597K	Sell	26,255 -267	-1%	-$6.07K	0.63%	51
2022 Q3	$604K	Buy	26,522 +129	+0.5%	+$3.06K	0.66%	52
2022 Q2	$631K	Sell	26,393 -83	-0.3%	-$2K	0.67%	42
2022 Q1	$660K	Buy	26,476 +608	+2%	+$15.6K	0.63%	52
2021 Q4	$690K	Buy	+25,868	New	+$685K	0.67%	47

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

Empirical Asset Management's GOVT Position: Q1 2026 in Review

Empirical Asset Management increased its iShares US Treasury Bond ETF (GOVT) stake by 45% in Q1 2026, buying an estimated $286K and bringing the position to 39,800 shares worth $912K. The position accounts for 0.24% of the portfolio, ranked #112.

Empirical Asset Management first reported a position in GOVT in Q4 2021 and has held it in 18 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Empirical Asset Management held 39,800 shares of iShares US Treasury Bond ETF worth $912K as of Q1 2026.
Empirical Asset Management bought 12,394 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $286K.
iShares US Treasury Bond ETF made up 0.24% of Empirical Asset Management's portfolio in Q1 2026, its #112 holding.
Empirical Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.