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Mission Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Mission Wealth Management’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
-9,831
Closed -$226K – 746
2025
Q4 		$226K Sell
9,831
-675
-6% -$15.6K ﹤0.01% 671
2025
Q3 		$243K Sell
10,506
-3,917
-27% -$89.8K ﹤0.01% 629
2025
Q2 		$331K Sell
14,423
-6,032
-29% -$137K 0.01% 565
2025
Q1 		$470K Buy
+20,455
New +$464K 0.01% 469
2024
Q2 		– Sell
-17,279
Closed -$393K – 699
2024
Q1 		$393K Buy
+17,279
New +$393K 0.01% 490

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

Mission Wealth Management's GOVT Position: Q1 2026 in Review

Mission Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 9,831 shares — an estimated $226K sold.

Mission Wealth Management first reported a position in GOVT in Q1 2024 and held it in 5 quarters. The position peaked at $470K in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Mission Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 9,831 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $226K.
  • Mission Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
  • Mission Wealth Management's iShares US Treasury Bond ETF position peaked at $470K in Q1 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

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