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

NewEdge Wealth’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	$208K	Buy	+9,100	New	+$210K	﹤0.01%	1079
2025 Q4	–	Sell	-8,808	Closed	-$203K	–	1197
2025 Q3	$203K	Sell	8,808 -2,963	-25%	-$67.9K	﹤0.01%	990
2025 Q2	$270K	Buy	11,771 +1,523	+15%	+$34.7K	﹤0.01%	861
2025 Q1	$236K	Sell	10,248 -312	-3%	-$7.07K	﹤0.01%	843
2024 Q4	$243K	Sell	10,560 -14,425	-58%	-$329K	﹤0.01%	826
2024 Q3	$586K	Buy	+24,985	New	+$579K	0.01%	584
2024 Q2	–	Sell	-9,794	Closed	-$218K	–	790
2024 Q1	$218K	Buy	+9,794	New	+$223K	﹤0.01%	750
2023 Q3	–	Sell	-16,930	Closed	-$388K	–	655
2023 Q2	$388K	Buy	+16,930	New	+$393K	0.01%	501
2023 Q1	–	Sell	-9,129	Closed	-$207K	–	628
2022 Q4	$207K	Sell	9,129 -834	-8%	-$19K	0.01%	512
2022 Q3	$227K	Buy	+9,963	New	+$236K	0.01%	474

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

NewEdge Wealth's GOVT Position: Q1 2026 in Review

NewEdge Wealth opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 9,100 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in GOVT as recently as Q3 2025.

NewEdge Wealth first reported a position in GOVT in Q3 2022 and has held it in 10 quarters since. The position peaked at $586K in Q3 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

NewEdge Wealth held 9,100 shares of iShares US Treasury Bond ETF worth $208K as of Q1 2026.
iShares US Treasury Bond ETF was a new NewEdge Wealth position in Q1 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1079 holding.
NewEdge Wealth first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 10 quarters since.
NewEdge Wealth's iShares US Treasury Bond ETF position peaked at $586K in Q3 2024.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.