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

Financial Management Network’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	$6.76M	Buy	295,521 +34,000	+13%	+$784K	1.04%	27
2025 Q4	$6.02M	Buy	261,521 +30,412	+13%	+$704K	0.95%	29
2025 Q3	$5.32M	Buy	231,109 +20,555	+10%	+$471K	0.88%	30
2025 Q2	$4.8M	Sell	210,554 -10,161	-5%	-$231K	0.86%	28
2025 Q1	$5.07M	Buy	220,715 +14,618	+7%	+$331K	1.14%	24
2024 Q4	$4.62M	Buy	206,097 +40,883	+25%	+$933K	0.96%	28
2024 Q3	$3.82M	Buy	165,214 +74,223	+82%	+$1.72M	0.8%	30
2024 Q2	$2.06M	Buy	+90,991	New	+$2.04M	0.49%	44
2023 Q2	–	Sell	-18,711	Closed	-$440K	–	143
2023 Q1	$440K	Sell	18,711 -4,592	-20%	-$106K	0.18%	87
2022 Q4	$535K	Buy	23,303 +4,735	+26%	+$108K	0.24%	79
2022 Q3	$425K	Buy	18,568 +2,186	+13%	+$51.8K	0.21%	86
2022 Q2	$394K	Sell	16,382 -965	-6%	-$23.2K	0.21%	88
2022 Q1	$430K	Sell	17,347 -2,194	-11%	-$56.2K	0.22%	78
2021 Q4	$512K	Sell	19,541 -4,620	-19%	-$122K	0.23%	79
2021 Q3	$642K	Sell	24,161 -147	-0.6%	-$3.94K	0.33%	63
2021 Q2	$645K	Buy	24,308 +23	+0.1%	+$607	0.33%	64
2021 Q1	$640K	Sell	24,285 -116,377	-83%	-$3.11M	0.33%	65
2020 Q4	$3.81M	Buy	+140,662	New	+$3.88M	2.35%	11

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 Management Network's GOVT Position: Q1 2026 in Review

Financial Management Network increased its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q1 2026, buying an estimated $784K and bringing the position to 295,521 shares worth $6.76M. The position accounts for 1.04% of the portfolio, ranked #27.

Financial Management Network first reported a position in GOVT in Q4 2020 and has held it in 18 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Financial Management Network held 295,521 shares of iShares US Treasury Bond ETF worth $6.76M as of Q1 2026.
Financial Management Network bought 34,000 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $784K.
iShares US Treasury Bond ETF made up 1.04% of Financial Management Network's portfolio in Q1 2026, its #27 holding.
Financial Management Network first reported a position in iShares US Treasury Bond ETF in Q4 2020 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 Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.