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 Q3	$475K	Sell	21,736 -92	-0.4%	-$2.06K	0.01%	469
2026 Q2	$497K	Sell	21,828 -16,573	-43%	-$377K	0.01%	450
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Midwest Trust's GOVT Position: Q3 2026 in Review

Midwest Trust reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.42% in Q3 2026, selling an estimated $2.06K and leaving 21,736 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #469.

Midwest Trust first reported a position in GOVT in Q2 2025 and has held it in 6 quarters since. The position peaked at $939K in Q3 2025. 583 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Midwest Trust held 21,736 shares of iShares US Treasury Bond ETF worth $475K as of Q3 2026.
Midwest Trust sold 92 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $2.06K.
iShares US Treasury Bond ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #469 holding.
Midwest Trust first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares US Treasury Bond ETF position peaked at $939K in Q3 2025.
583 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.