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McKinley Carter Wealth Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

McKinley Carter Wealth Services’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 		$11.2M Sell
489,638
-897,375
-65% -$20.7M 0.65% 32
2025
Q4 		$31.9M Sell
1,387,013
-588,516
-30% -$13.6M 1.78% 11
2025
Q3 		$45.7M Buy
1,975,529
+47,196
+2% +$1.08M 2.39% 9
2025
Q2 		$44.3M Buy
1,928,333
+29,509
+2% +$672K 2.46% 9
2025
Q1 		$43.6M Buy
1,898,824
+593,178
+45% +$13.4M 2.68% 8
2024
Q4 		$30M Buy
1,305,646
+70,642
+6% +$1.61M 1.84% 13
2024
Q3 		$29M Buy
1,235,004
+32,032
+3% +$742K 1.75% 13
2024
Q2 		$27.2M Buy
1,202,972
+37,803
+3% +$848K 1.73% 11
2024
Q1 		$26.5M Buy
1,165,169
+89,432
+8% +$2.03M 1.77% 10
2023
Q4 		$24.8M Sell
1,075,737
-69,778
-6% -$1.55M 1.81% 11
2023
Q3 		$25.2M Buy
1,145,515
+56,529
+5% +$1.27M 2.01% 8
2023
Q2 		$24.9M Buy
1,088,986
+36,282
+3% +$842K 1.87% 11
2023
Q1 		$24.6M Buy
1,052,704
+164,819
+19% +$3.81M 1.92% 11
2022
Q4 		$20.2M Sell
887,885
-77,603
-8% -$1.76M 1.71% 13
2022
Q3 		$22M Buy
965,488
+9,608
+1% +$228K 2.04% 12
2022
Q2 		$22.8M Buy
955,880
+81,440
+9% +$1.96M 2.02% 12
2022
Q1 		$21.8M Buy
874,440
+472,539
+118% +$12.1M 1.7% 15
2021
Q4 		$10.7M Buy
401,901
+33,784
+9% +$895K 0.8% 27
2021
Q3 		$9.77M Buy
368,117
+92,346
+33% +$2.47M 0.8% 23
2021
Q2 		$7.34M Sell
275,771
-1,736,943
-86% -$45.8M 0.61% 37
2021
Q1 		$52.7M Buy
2,012,714
+1,801,035
+851% +$48.1M 4.51% 4
2020
Q4 		$5.77M Buy
+211,679
New +$5.84M 0.76% 35

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

McKinley Carter Wealth Services's GOVT Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares US Treasury Bond ETF (GOVT) stake by 65% in Q1 2026, selling an estimated $20.7M and leaving 489,638 shares worth $11.2M. The position accounts for 0.65% of the portfolio, ranked #32.

McKinley Carter Wealth Services first reported a position in GOVT in Q4 2020 and has held it in 22 quarters since. The position peaked at $52.7M in Q1 2021. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • McKinley Carter Wealth Services held 489,638 shares of iShares US Treasury Bond ETF worth $11.2M as of Q1 2026.
  • McKinley Carter Wealth Services sold 897,375 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $20.7M.
  • iShares US Treasury Bond ETF made up 0.65% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #32 holding.
  • McKinley Carter Wealth Services first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares US Treasury Bond ETF position peaked at $52.7M in Q1 2021.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.