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Essential Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Essential Partners’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
-1,226
Closed -$28.2K – 2912
2025
Q4 		$28.2K Buy
+1,226
New +$28.4K 0.01% 783

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Essential Partners's GOVT Position: Q1 2026 in Review

Essential Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 1,226 shares — an estimated $28.2K sold.

Essential Partners first reported a position in GOVT in Q4 2025 and held it in 1 quarter. The position peaked at $28.2K in Q4 2025. 935 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Essential Partners reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 1,226 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $28.2K.
  • Essential Partners first reported a position in iShares US Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's iShares US Treasury Bond ETF position peaked at $28.2K in Q4 2025.
  • 935 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.