Money Concepts Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Money Concepts Capital’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	$1.4M	Buy	61,042 +5,035	+9%	+$116K	0.08%	232
2025 Q4	$1.29M	Buy	+56,007	New	+$1.3M	0.07%	236
2023 Q1	–	Sell	-208,789	Closed	-$4.74M	–	1486
2022 Q4	$4.74M	Buy	208,789 +202,836	+3,407%	+$4.61M	0.21%	94
2022 Q3	$135K	Buy	5,953 +762	+15%	+$18.1K	0.01%	504
2022 Q2	$125K	Sell	5,191 -3,275	-39%	-$78.8K	0.01%	524
2022 Q1	$211K	Buy	8,466 +7,309	+632%	+$187K	0.01%	718
2021 Q4	$31K	Buy	+1,157	New	+$30.6K	﹤0.01%	623
2021 Q1	$1.02M	Sell	38,944 -12,090	-24%	-$323K	0.08%	213
2020 Q4	$1.39M	Buy	+51,034	New	+$1.41M	0.13%	159

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Money Concepts Capital's GOVT Position: Q1 2026 in Review

Money Concepts Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 9% in Q1 2026, buying an estimated $116K and bringing the position to 61,042 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #232.

Money Concepts Capital first reported a position in GOVT in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.74M in Q4 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Money Concepts Capital held 61,042 shares of iShares US Treasury Bond ETF worth $1.4M as of Q1 2026.
Money Concepts Capital bought 5,035 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $116K.
iShares US Treasury Bond ETF made up 0.08% of Money Concepts Capital's portfolio in Q1 2026, its #232 holding.
Money Concepts Capital first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 9 quarters since.
Money Concepts Capital's iShares US Treasury Bond ETF position peaked at $4.74M in Q4 2022.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.