GWM
GOVT icon

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

Gilpin 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
Q3 		$5.07K Buy
232
+4
+2% +$90 ﹤0.01% 431
2026
Q2 		$5.19K Buy
228
+27
+13% +$615 ﹤0.01% 366
2026
Q1 		$4.61K Buy
201
+144
+253% +$3.32K ﹤0.01% 359
2025
Q4 		$1.31K Buy
+57
New +$1.32K ﹤0.01% 411

Other funds holding GOVT

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Gilpin Wealth Management's GOVT Position: Q3 2026 in Review

Gilpin Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 1.8% in Q3 2026, buying an estimated $90 and bringing the position to 232 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Gilpin Wealth Management first reported a position in GOVT in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.19K in Q2 2026. 38 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Gilpin Wealth Management held 232 shares of iShares US Treasury Bond ETF worth $5.07K as of Q3 2026.
  • Gilpin Wealth Management bought 4 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $90.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #431 holding.
  • Gilpin Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares US Treasury Bond ETF position peaked at $5.19K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.