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

Financial Gravity 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	$6.35K	Hold	277	–	–	﹤0.01%	633
2025 Q4	$6.38K	Sell	277 -124	-31%	-$2.87K	﹤0.01%	538
2025 Q3	$9.27K	Buy	+401	New	+$9.2K	﹤0.01%	587
2025 Q1	$53.7K	Buy	+2,338	New	+$53K	0.01%	295
2024 Q2	$92.4K	Sell	4,092 -15,046	-79%	-$337K	0.02%	194
2024 Q1	$439K	Sell	19,138 -678,190	-97%	-$15.4M	0.06%	117
2023 Q4	$1.02M	Buy	697,328 +12,298	+2%	+$274K	0.01%	365
2023 Q3	$736K	Buy	685,030 +624,758	+1,037%	+$14.1M	0.01%	400
2023 Q2	$1.38K	Buy	60,272 +4,060	+7%	+$94.2K	﹤0.01%	729
2023 Q1	$1.32K	Buy	+56,212	New	+$1.3M	0.04%	338

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

Financial Gravity Asset Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2026 at 277 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Financial Gravity Asset Management first reported a position in GOVT in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2023. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Financial Gravity Asset Management held 277 shares of iShares US Treasury Bond ETF worth $6.35K as of Q1 2026.
Financial Gravity Asset Management left its iShares US Treasury Bond ETF share count unchanged in Q1 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #633 holding.
Financial Gravity Asset Management first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 10 quarters since.
Financial Gravity Asset Management's iShares US Treasury Bond ETF position peaked at $1.02M in Q4 2023.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.