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

Modern 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 		$23.6M Buy
1,031,632
+448,600
+77% +$10.3M 0.4% 66
2025
Q4 		$13.4M Buy
583,032
+41,207
+8% +$954K 0.24% 103
2025
Q3 		$12.5M Sell
541,825
-40,455
-7% -$928K 0.25% 105
2025
Q2 		$13.4M Buy
582,280
+10,833
+2% +$247K 0.33% 76
2025
Q1 		$13.1M Buy
571,447
+135,908
+31% +$3.08M 0.42% 59
2024
Q4 		$10M Buy
435,539
+196,404
+82% +$4.48M 0.37% 64
2024
Q3 		$5.61M Buy
239,135
+55,282
+30% +$1.28M 0.34% 55
2024
Q2 		$4.15M Buy
183,853
+89,716
+95% +$2.01M 0.31% 50
2024
Q1 		$2.14M Buy
94,137
+75,495
+405% +$1.72M 0.2% 70
2023
Q4 		$430K Buy
+18,642
New +$415K 0.05% 103

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

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

Modern Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 77% in Q1 2026, buying an estimated $10.3M and bringing the position to 1,031,632 shares worth $23.6M. The position accounts for 0.4% of the portfolio, ranked #66.

Modern Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Modern Wealth Management held 1,031,632 shares of iShares US Treasury Bond ETF worth $23.6M as of Q1 2026.
  • Modern Wealth Management bought 448,600 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $10.3M.
  • iShares US Treasury Bond ETF made up 0.4% of Modern Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Modern Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.