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

Gateway Wealth 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	$12.6M	Buy	551,459 +525,826	+2,051%	+$12.1M	0.49%	47
2025 Q4	$590K	Buy	25,633 +3,841	+18%	+$88.9K	0.07%	255
2025 Q3	$504K	Buy	21,792 +4,220	+24%	+$96.8K	0.07%	246
2025 Q2	$404K	Sell	17,572 -7,184	-29%	-$164K	0.08%	236
2025 Q1	$569K	Buy	24,756 +14,485	+141%	+$328K	0.13%	161
2024 Q4	$236K	Sell	10,271 -7,523	-42%	-$172K	0.06%	264
2024 Q3	$417K	Buy	+17,794	New	+$412K	0.12%	165
2023 Q4	–	Sell	-14,600	Closed	-$322K	–	244
2023 Q3	$322K	Sell	14,600 -29,493	-67%	-$664K	0.06%	180
2023 Q2	$1.01M	Buy	44,093 +1,291	+3%	+$29.9K	0.18%	81
2023 Q1	$1M	Buy	42,802 +16,725	+64%	+$386K	0.15%	75
2022 Q4	$592K	Buy	+26,077	New	+$593K	0.1%	93

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

Gateway Wealth Partners's GOVT Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 2,051% in Q1 2026, buying an estimated $12.1M and bringing the position to 551,459 shares worth $12.6M. The position accounts for 0.49% of the portfolio, ranked #47.

Gateway Wealth Partners first reported a position in GOVT in Q4 2022 and has held it in 11 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Gateway Wealth Partners held 551,459 shares of iShares US Treasury Bond ETF worth $12.6M as of Q1 2026.
Gateway Wealth Partners bought 525,826 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $12.1M.
iShares US Treasury Bond ETF made up 0.49% of Gateway Wealth Partners's portfolio in Q1 2026, its #47 holding.
Gateway Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.