Gen-Wealth Partners
GOVT icon

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

Gen-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
Q3 		$1.97M Buy
90,112
+6,297
+8% +$141K 0.55% 43
2026
Q2 		$1.91M Buy
83,815
+5,767
+7% +$131K 0.53% 50
2026
Q1 		$1.79M Buy
78,048
+59,904
+330% +$1.38M 0.56% 49
2025
Q4 		$418K Buy
18,144
+2,490
+16% +$57.6K 0.13% 157
2025
Q3 		$362K Buy
15,654
+430
+3% +$9.9K 0.12% 180
2025
Q2 		$350K Buy
15,224
+1,935
+15% +$44.1K 0.14% 164
2025
Q1 		$305K Buy
13,289
+1,368
+11% +$31K 0.13% 164
2024
Q4 		$274K Buy
11,921
+1,135
+11% +$25.9K 0.12% 174
2024
Q3 		$246K Buy
10,786
+2
+0% +$46 0.11% 194
2024
Q2 		$243K Sell
10,784
-1,200
-10% -$26.9K 0.12% 177
2024
Q1 		$273K Buy
+11,984
New +$272K 0.14% 166

Other funds holding GOVT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Gen-Wealth Partners's GOVT Position: Q3 2026 in Review

Gen-Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 7.5% in Q3 2026, buying an estimated $141K and bringing the position to 90,112 shares worth $1.97M. The position accounts for 0.55% of the portfolio, ranked #43.

Gen-Wealth Partners first reported a position in GOVT in Q1 2024 and has held it in 11 quarters since. 636 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Gen-Wealth Partners held 90,112 shares of iShares US Treasury Bond ETF worth $1.97M as of Q3 2026.
  • Gen-Wealth Partners bought 6,297 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $141K.
  • iShares US Treasury Bond ETF made up 0.55% of Gen-Wealth Partners's portfolio in Q3 2026, its #43 holding.
  • Gen-Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.