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

Golden State 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 		$412K Buy
17,965
+14,213
+379% +$328K 0.05% 288
2025
Q4 		$86.4K Buy
3,752
+4
+0.1% +$93 0.01% 555
2025
Q3 		$86.7K Sell
3,748
-226
-6% -$5.18K 0.01% 542
2025
Q2 		$91.3K Sell
3,974
-7,325
-65% -$167K 0.01% 505
2025
Q1 		$260K Buy
11,299
+7,995
+242% +$181K 0.04% 307
2024
Q4 		$75.9K Buy
+3,304
New +$75.4K 0.01% 485
2022
Q1 		$384K Sell
15,416
-16,162
-51% -$414K 0.08% 209
2021
Q4 		$842K Buy
31,578
+10,507
+50% +$278K 0.15% 148
2021
Q3 		$559K Sell
21,071
-392
-2% -$10.5K 0.12% 150
2021
Q2 		$571K Sell
21,463
-4,687
-18% -$124K 0.13% 149
2021
Q1 		$684K Sell
26,150
-11,199
-30% -$299K 0.23% 79
2020
Q4 		$1.02M Buy
37,349
+14,188
+61% +$391K 0.29% 65
2020
Q3 		$647K Buy
+23,161
New +$649K 0.22% 74
2020
Q2 		– Sell
-14,486
Closed -$406K – 480
2020
Q1 		$406K Buy
+14,486
New +$389K 0.18% 83
2019
Q4 		– Sell
-16,296
Closed -$429K – 409
2019
Q3 		$429K Sell
16,296
-103
-0.6% -$2.69K 0.14% 118
2019
Q2 		$423K Sell
16,399
-9,079
-36% -$230K 0.13% 133
2019
Q1 		$643K Buy
+25,478
New +$633K 0.21% 99

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

Golden State Wealth Management's GOVT Position: Q1 2026 in Review

Golden State Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 379% in Q1 2026, buying an estimated $328K and bringing the position to 17,965 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #288.

Golden State Wealth Management first reported a position in GOVT in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.02M in Q4 2020. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Golden State Wealth Management held 17,965 shares of iShares US Treasury Bond ETF worth $412K as of Q1 2026.
  • Golden State Wealth Management bought 14,213 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $328K.
  • iShares US Treasury Bond ETF made up 0.05% of Golden State Wealth Management's portfolio in Q1 2026, its #288 holding.
  • Golden State Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's iShares US Treasury Bond ETF position peaked at $1.02M in Q4 2020.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.