Gibbs Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Gibbs Wealth 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	$19.6M	Buy	853,799 +323,291	+61%	+$7.45M	2.57%	6
2025 Q4	$12.2M	Sell	530,508 -36,465	-6%	-$844K	2.96%	3
2025 Q3	$13.1M	Sell	566,973 -279,816	-33%	-$6.42M	2.96%	3
2025 Q2	$19.5M	Buy	846,789 +92,833	+12%	+$2.11M	3.75%	2
2025 Q1	$17.3M	Buy	753,956 +71,663	+11%	+$1.62M	4.18%	1
2024 Q4	$15.7M	Buy	682,293 +97,985	+17%	+$2.24M	4.25%	1
2024 Q3	$13.7M	Buy	584,308 +78,337	+15%	+$1.81M	4.44%	1
2024 Q2	$11.4M	Buy	505,971 +66,754	+15%	+$1.5M	4.62%	2
2024 Q1	$10M	Buy	+439,217	New	+$9.98M	5.75%	2

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Gibbs Wealth Management's GOVT Position: Q1 2026 in Review

Gibbs Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 61% in Q1 2026, buying an estimated $7.45M and bringing the position to 853,799 shares worth $19.6M. The position accounts for 2.57% of the portfolio, ranked #6.

Gibbs Wealth Management first reported a position in GOVT in Q1 2024 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Gibbs Wealth Management held 853,799 shares of iShares US Treasury Bond ETF worth $19.6M as of Q1 2026.
Gibbs Wealth Management bought 323,291 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $7.45M.
iShares US Treasury Bond ETF made up 2.57% of Gibbs Wealth Management's portfolio in Q1 2026, its #6 holding.
Gibbs Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.