GWM
GOVT icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM