Newbridge Financial Services Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Newbridge Financial Services Group’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 Q2	$22.8K	Hold	1,000	–	–	﹤0.01%	687
2026 Q1	$22.9K	Buy	+1,000	New	+$23.1K	﹤0.01%	609
2024 Q1	–	Sell	-252	Closed	-$5.81K	–	1224
2023 Q4	$5.81K	Sell	252 -4,729	-95%	-$105K	﹤0.01%	835
2023 Q3	$110K	Buy	4,981 +15	+0.3%	+$338	0.06%	273
2023 Q2	$114K	Buy	4,966 +12	+0.2%	+$278	0.06%	285
2023 Q1	$116K	Sell	4,954 -31	-0.6%	-$716	0.06%	291
2022 Q4	$113K	Buy	4,985 +54	+1%	+$1.23K	0.07%	277
2022 Q3	$112K	Buy	4,931 +9	+0.2%	+$213	0.07%	280
2022 Q2	$118K	Buy	4,922 +6	+0.1%	+$144	0.07%	243
2022 Q1	$122K	Sell	4,916 -624	-11%	-$16K	0.06%	280
2021 Q4	$148K	Sell	5,540 -56	-1%	-$1.48K	0.07%	241
2021 Q3	$148K	Buy	5,596 +5,011	+857%	+$134K	0.09%	213
2021 Q2	$16K	Sell	585 -425	-42%	-$11.2K	0.01%	842
2021 Q1	$26K	Buy	1,010 +153	+18%	+$4.09K	0.02%	614
2020 Q4	$23K	Hold	857	–	–	0.02%	503
2020 Q3	$24K	Buy	+857	New	+$24K	0.02%	455

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Newbridge Financial Services Group's GOVT Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 1,000 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Newbridge Financial Services Group first reported a position in GOVT in Q3 2020 and has held it in 16 quarters since. The position peaked at $148K in Q4 2021. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Newbridge Financial Services Group held 1,000 shares of iShares US Treasury Bond ETF worth $22.8K as of Q2 2026.
Newbridge Financial Services Group left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #687 holding.
Newbridge Financial Services Group first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 16 quarters since.
Newbridge Financial Services Group's iShares US Treasury Bond ETF position peaked at $148K in Q4 2021.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.