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LifeWealth Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

LifeWealth Investments’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 		– Sell
-9,141
Closed -$210K – 152
2025
Q4 		$210K Buy
+9,141
New +$212K 0.07% 149

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM

LifeWealth Investments's GOVT Position: Q1 2026 in Review

LifeWealth Investments sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 9,141 shares — an estimated $210K sold.

LifeWealth Investments first reported a position in GOVT in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 935 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • LifeWealth Investments reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • LifeWealth Investments sold 9,141 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $210K.
  • LifeWealth Investments first reported a position in iShares US Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • LifeWealth Investments's iShares US Treasury Bond ETF position peaked at $210K in Q4 2025.
  • 935 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.