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

Pacific Wealth 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	$14.4M	Buy	630,424 +26,339	+4%	+$607K	7.77%	4
2025 Q4	$13.9M	Buy	604,085 +9,398	+2%	+$218K	6.46%	5
2025 Q3	$13.7M	Sell	594,687 -69,764	-10%	-$1.6M	6.92%	3
2025 Q2	$15.3M	Sell	664,451 -3,218	-0.5%	-$73.3K	7.54%	2
2025 Q1	$15.3M	Buy	667,669 +206,534	+45%	+$4.68M	8.44%	2
2024 Q4	$10.6M	Sell	461,135 -625,479	-58%	-$14.3M	5.61%	4
2024 Q3	$25.5M	Buy	+1,086,614	New	+$25.2M	11.85%	2

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Pacific Wealth Management's GOVT Position: Q1 2026 in Review

Pacific Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 4.4% in Q1 2026, buying an estimated $607K and bringing the position to 630,424 shares worth $14.4M. The position accounts for 7.77% of the portfolio, ranked #4.

Pacific Wealth Management first reported a position in GOVT in Q3 2024 and has held it in 7 quarters since. The position peaked at $25.5M in Q3 2024. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Pacific Wealth Management held 630,424 shares of iShares US Treasury Bond ETF worth $14.4M as of Q1 2026.
Pacific Wealth Management bought 26,339 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $607K.
iShares US Treasury Bond ETF made up 7.77% of Pacific Wealth Management's portfolio in Q1 2026, its #4 holding.
Pacific Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Pacific Wealth Management's iShares US Treasury Bond ETF position peaked at $25.5M in Q3 2024.
927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Pacific Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.