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Integrated Wealth Concepts’s iShares US Treasury Bond ETF GOVT Stock Holding History

Integrated Wealth Concepts’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 		$15M Buy
653,194
+112,937
+21% +$2.6M 0.12% 172
2025
Q4 		$12.4M Sell
540,257
-14,986
-3% -$347K 0.15% 136
2025
Q3 		$12.8M Sell
555,243
-5,482
-1% -$126K 0.11% 163
2025
Q2 		$12.9M Sell
560,725
-16,472
-3% -$375K 0.13% 149
2025
Q1 		$13.3M Sell
577,197
-89,973
-13% -$2.04M 0.15% 139
2024
Q4 		$15.3M Buy
667,170
+7,229
+1% +$165K 0.18% 125
2024
Q3 		$15.5M Sell
659,941
-20,873
-3% -$483K 0.19% 119
2024
Q2 		$15.4M Buy
680,814
+7,569
+1% +$170K 0.21% 110
2024
Q1 		$15.3M Buy
673,245
+607,399
+922% +$13.8M 0.22% 110
2023
Q4 		$1.52M Buy
65,846
+2,061
+3% +$45.9K 0.02% 576
2023
Q3 		$1.41M Sell
63,785
-134,562
-68% -$3.03M 0.02% 565
2023
Q2 		$4.54M Buy
198,347
+169
+0.1% +$3.92K 0.08% 248
2023
Q1 		$4.63M Buy
198,178
+117,438
+145% +$2.71M 0.1% 209
2022
Q4 		$1.83M Sell
80,740
-174,755
-68% -$3.97M 0.05% 339
2022
Q3 		$5.82M Buy
255,495
+102,127
+67% +$2.42M 0.19% 114
2022
Q2 		$3.67M Sell
153,368
-40,196
-21% -$967K 0.11% 175
2022
Q1 		$4.82M Buy
193,564
+31,379
+19% +$804K 0.15% 134
2021
Q4 		$4.33M Sell
162,185
-118,329
-42% -$3.13M 0.13% 143
2021
Q3 		$7.44M Sell
280,514
-9,507
-3% -$255K 0.24% 86
2021
Q2 		$7.71M Buy
290,021
+17,751
+7% +$468K 0.27% 78
2021
Q1 		$7.13M Buy
272,270
+15,255
+6% +$408K 0.29% 75
2020
Q4 		$7M Buy
257,015
+29,521
+13% +$814K 0.33% 67
2020
Q3 		$6.36M Sell
227,494
-46,126
-17% -$1.29M 0.39% 57
2020
Q2 		$7.66M Buy
273,620
+37,049
+16% +$1.04M 0.55% 47
2020
Q1 		$6.63M Buy
236,571
+75,049
+46% +$2.01M 0.61% 45
2019
Q4 		$4.19M Buy
161,522
+77,910
+93% +$2.03M 0.35% 62
2019
Q3 		$2.2M Buy
83,612
+5,458
+7% +$143K 0.25% 75
2019
Q2 		$2.02M Buy
78,154
+41,076
+111% +$1.04M 0.26% 78
2019
Q1 		$936K Buy
37,078
+28,458
+330% +$708K 0.16% 114
2018
Q4 		$212K Buy
+8,620
New +$210K 0.06% 244

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

Integrated Wealth Concepts's GOVT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares US Treasury Bond ETF (GOVT) stake by 21% in Q1 2026, buying an estimated $2.6M and bringing the position to 653,194 shares worth $15M. The position accounts for 0.12% of the portfolio, ranked #172.

Integrated Wealth Concepts first reported a position in GOVT in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.5M in Q3 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Integrated Wealth Concepts held 653,194 shares of iShares US Treasury Bond ETF worth $15M as of Q1 2026.
  • Integrated Wealth Concepts bought 112,937 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.6M.
  • iShares US Treasury Bond ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q1 2026, its #172 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's iShares US Treasury Bond ETF position peaked at $15.5M in Q3 2024.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.