Fourth Dimension Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fourth Dimension Wealth’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	$304K	Buy	13,291 +399	+3%	+$9.2K	0.12%	112
2025 Q4	$297K	Buy	12,892 +1,021	+9%	+$23.6K	0.11%	108
2025 Q3	$274K	Sell	11,871 -1,885	-14%	-$43.2K	0.1%	110
2025 Q2	$316K	Buy	13,756 +1,170	+9%	+$26.6K	0.13%	90
2025 Q1	$289K	Buy	12,586 +1	+0%	+$23	0.14%	92
2024 Q4	$289K	Buy	+12,585	New	+$287K	0.15%	81

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

Fourth Dimension Wealth's GOVT Position: Q1 2026 in Review

Fourth Dimension Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 3.1% in Q1 2026, buying an estimated $9.2K and bringing the position to 13,291 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #112.

Fourth Dimension Wealth first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $316K in Q2 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Fourth Dimension Wealth held 13,291 shares of iShares US Treasury Bond ETF worth $304K as of Q1 2026.
Fourth Dimension Wealth bought 399 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $9.2K.
iShares US Treasury Bond ETF made up 0.12% of Fourth Dimension Wealth's portfolio in Q1 2026, its #112 holding.
Fourth Dimension Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's iShares US Treasury Bond ETF position peaked at $316K in Q2 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.