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One Wealth Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

One Wealth Capital Management’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 		$2.29M Buy
99,918
+79,211
+383% +$1.83M 1% 26
2025
Q4 		$477K Buy
20,707
+2,537
+14% +$58.7K 0.2% 66
2025
Q3 		$420K Buy
18,170
+2,212
+14% +$50.7K 0.19% 65
2025
Q2 		$367K Buy
15,958
+563
+4% +$12.8K 0.17% 68
2025
Q1 		$354K Sell
15,395
-1,575
-9% -$35.7K 0.19% 68
2024
Q4 		$390K Buy
+16,970
New +$387K 0.2% 63

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

One Wealth Capital Management's GOVT Position: Q1 2026 in Review

One Wealth Capital Management increased its iShares US Treasury Bond ETF (GOVT) stake by 383% in Q1 2026, buying an estimated $1.83M and bringing the position to 99,918 shares worth $2.29M. The position accounts for 1% of the portfolio, ranked #26.

One Wealth Capital Management first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • One Wealth Capital Management held 99,918 shares of iShares US Treasury Bond ETF worth $2.29M as of Q1 2026.
  • One Wealth Capital Management bought 79,211 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.83M.
  • iShares US Treasury Bond ETF made up 1% of One Wealth Capital Management's portfolio in Q1 2026, its #26 holding.
  • One Wealth Capital Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on One Wealth Capital Management's 13F filing for Q1 2026, filed 4 May 2026.