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Impact Partnership Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Impact Partnership Wealth’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 		$330K Buy
14,383
+4,021
+39% +$92.7K 0.04% 259
2025
Q4 		$239K Buy
+10,362
New +$240K 0.03% 313
2024
Q1 		– Sell
-167
Closed -$3.85K – 775
2023
Q4 		$3.85K Sell
167
-2,566
-94% -$57.1K ﹤0.01% 607
2023
Q3 		$60.2K Buy
2,733
+2,456
+887% +$55.3K 0.02% 372
2023
Q2 		$6.34K Buy
+277
New +$6.42K ﹤0.01% 471

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 $83.7B AUM 27.22% 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

Impact Partnership Wealth's GOVT Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 39% in Q1 2026, buying an estimated $92.7K and bringing the position to 14,383 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #259.

Impact Partnership Wealth first reported a position in GOVT in Q2 2023 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Impact Partnership Wealth held 14,383 shares of iShares US Treasury Bond ETF worth $330K as of Q1 2026.
  • Impact Partnership Wealth bought 4,021 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $92.7K.
  • iShares US Treasury Bond ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q1 2026, its #259 holding.
  • Impact Partnership Wealth first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 5 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.