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NWAM LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

NWAM LLC’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 		$1.65M Buy
71,879
+19,646
+38% +$453K 0.09% 204
2025
Q4 		$1.2M Buy
52,233
+24,167
+86% +$559K 0.07% 251
2025
Q3 		$653K Buy
28,066
+14,810
+112% +$340K 0.04% 358
2025
Q2 		$303K Sell
13,256
-9,485
-42% -$216K 0.02% 505
2025
Q1 		$523K Buy
22,741
+6,645
+41% +$151K 0.05% 305
2024
Q4 		$370K Buy
+16,096
New +$367K 0.02% 440
2023
Q3 		– Sell
-39,416
Closed -$903K – 517
2023
Q2 		$903K Sell
39,416
-167,613
-81% -$3.89M 0.07% 240
2023
Q1 		$4.84M Buy
207,029
+52,832
+34% +$1.22M 0.49% 43
2022
Q4 		$3.5M Sell
154,197
-120,022
-44% -$2.73M 0.31% 93
2022
Q3 		$6.24M Buy
274,219
+75,499
+38% +$1.79M 0.6% 30
2022
Q2 		$4.79M Sell
198,720
-95,126
-32% -$2.29M 0.44% 52
2022
Q1 		$7.32M Sell
293,846
-27,398
-9% -$702K 0.56% 34
2021
Q4 		$8.57M Buy
321,244
+31,673
+11% +$839K 0.68% 27
2021
Q3 		$7.68M Sell
289,571
-126,638
-30% -$3.39M 0.7% 23
2021
Q2 		$11.1M Buy
416,209
+20,679
+5% +$546K 1.03% 13
2021
Q1 		$10.4M Buy
395,530
+125,721
+47% +$3.36M 1.03% 13
2020
Q4 		$7.35M Buy
+269,809
New +$7.44M 0.84% 18
2020
Q3 		– Sell
-196,505
Closed -$5.5M – 304
2020
Q2 		$5.5M Buy
+196,505
New +$5.5M 0.77% 21

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

NWAM LLC's GOVT Position: Q1 2026 in Review

NWAM LLC increased its iShares US Treasury Bond ETF (GOVT) stake by 38% in Q1 2026, buying an estimated $453K and bringing the position to 71,879 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #204.

NWAM LLC first reported a position in GOVT in Q2 2020 and has held it in 18 quarters since. The position peaked at $11.1M in Q2 2021. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • NWAM LLC held 71,879 shares of iShares US Treasury Bond ETF worth $1.65M as of Q1 2026.
  • NWAM LLC bought 19,646 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $453K.
  • iShares US Treasury Bond ETF made up 0.09% of NWAM LLC's portfolio in Q1 2026, its #204 holding.
  • NWAM LLC first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • NWAM LLC's iShares US Treasury Bond ETF position peaked at $11.1M in Q2 2021.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.