Financial Connections Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Financial Connections 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 Q1	$16K	Buy	716 +4	+0.6%	+$92	0.01%	163
2025 Q4	$16K	Buy	712 +8	+1%	+$185	0.01%	154
2025 Q3	$16K	Buy	704 +7	+1%	+$161	0.01%	150
2025 Q2	$16K	Buy	697 +6	+0.9%	+$137	0.01%	152
2025 Q1	$15K	Buy	691 +4	+0.6%	+$91	0.01%	146
2024 Q4	$15K	Buy	687 +7	+1%	+$160	0.01%	137
2024 Q3	$15K	Buy	680 +6	+0.9%	+$139	0.01%	138
2024 Q2	$15K	Buy	674 +4	+0.6%	+$90	0.01%	169
2024 Q1	$16K	Buy	670 +4	+0.6%	+$91	0.02%	87
2023 Q4	$15K	Buy	666 +7	+1%	+$156	0.01%	153
2023 Q3	$14K	Buy	659 +4	+0.6%	+$90	0.02%	87
2023 Q2	$15K	Buy	655 +4	+0.6%	+$93	0.01%	163
2023 Q1	$15K	Buy	651 +3	+0.5%	+$69	0.01%	150
2022 Q4	$14K	Buy	648 +5	+0.8%	+$114	0.01%	148
2022 Q3	$14K	Buy	643 +3	+0.5%	+$71	0.01%	134
2022 Q2	$15K	Buy	640 +2	+0.3%	+$48	0.01%	162
2022 Q1	$15K	Buy	638 +400	+168%	+$10.2K	0.02%	162
2021 Q4	$6K	Buy	+238	New	+$6.3K	0.01%	236

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

Financial Connections Group's GOVT Position: Q1 2026 in Review

Financial Connections Group increased its iShares US Treasury Bond ETF (GOVT) stake by 0.56% in Q1 2026, buying an estimated $92 and bringing the position to 716 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #163.

Financial Connections Group 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.

Financial Connections Group held 716 shares of iShares US Treasury Bond ETF worth $16K as of Q1 2026.
Financial Connections Group bought 4 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $92.
iShares US Treasury Bond ETF made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #163 holding.
Financial Connections Group 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 Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.