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Midwest Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

Midwest Trust’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 		$880K Sell
38,401
-2,236
-6% -$51.5K 0.01% 357
2025
Q4 		$936K Buy
40,637
+32
+0.1% +$741 0.01% 347
2025
Q3 		$939K Buy
40,605
+17,709
+77% +$406K 0.01% 354
2025
Q2 		$526K Buy
+22,896
New +$521K 0.01% 413

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

Midwest Trust's GOVT Position: Q1 2026 in Review

Midwest Trust reduced its iShares US Treasury Bond ETF (GOVT) stake by 5.5% in Q1 2026, selling an estimated $51.5K and leaving 38,401 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #357.

Midwest Trust first reported a position in GOVT in Q2 2025 and has held it in 4 quarters since. The position peaked at $939K in Q3 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Midwest Trust held 38,401 shares of iShares US Treasury Bond ETF worth $880K as of Q1 2026.
  • Midwest Trust sold 2,236 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $51.5K.
  • iShares US Treasury Bond ETF made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #357 holding.
  • Midwest Trust first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's iShares US Treasury Bond ETF position peaked at $939K in Q3 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.