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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
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
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

Newbridge Financial Services Group's GOVT Position: Q1 2026 in Review

Newbridge Financial Services Group opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 1,000 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in GOVT as recently as Q4 2023.

Newbridge Financial Services Group first reported a position in GOVT in Q3 2020 and has held it in 15 quarters since. The position peaked at $148K in Q4 2021. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Newbridge Financial Services Group held 1,000 shares of iShares US Treasury Bond ETF worth $22.9K as of Q1 2026.
  • iShares US Treasury Bond ETF was a new Newbridge Financial Services Group position in Q1 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #609 holding.
  • Newbridge Financial Services Group first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 15 quarters since.
  • Newbridge Financial Services Group's iShares US Treasury Bond ETF position peaked at $148K in Q4 2021.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.