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Optima Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Optima Capital’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 		– Sell
-174
Closed -$4.01K – 625
2025
Q4 		$4.01K Buy
+174
New +$4.03K ﹤0.01% 647

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 $83.7B AUM 27.22% 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

Optima Capital's GOVT Position: Q1 2026 in Review

Optima Capital sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 174 shares — an estimated $4.01K sold.

Optima Capital first reported a position in GOVT in Q4 2025 and held it in 1 quarter. The position peaked at $4.01K in Q4 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Optima Capital reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 174 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $4.01K.
  • Optima Capital first reported a position in iShares US Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares US Treasury Bond ETF position peaked at $4.01K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.