&Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

&Partners’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	$12.2M	Buy	531,709 +363,756	+217%	+$8.39M	0.06%	288
2025 Q4	$3.88M	Buy	167,953 +58,403	+53%	+$1.35M	0.02%	589
2025 Q3	$2.54M	Buy	109,550 +17,353	+19%	+$398K	0.02%	657
2025 Q2	$2.12M	Buy	92,197 +40,311	+78%	+$918K	0.02%	644
2025 Q1	$1.19M	Sell	51,886 -14,199	-21%	-$322K	0.01%	752
2024 Q4	$1.48M	Buy	66,085 +26,554	+67%	+$606K	0.02%	603
2024 Q3	$927K	Buy	+39,531	New	+$915K	0.02%	594

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

&Partners's GOVT Position: Q1 2026 in Review

&Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 217% in Q1 2026, buying an estimated $8.39M and bringing the position to 531,709 shares worth $12.2M. The position accounts for 0.06% of the portfolio, ranked #288.

&Partners first reported a position in GOVT in Q3 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

&Partners held 531,709 shares of iShares US Treasury Bond ETF worth $12.2M as of Q1 2026.
&Partners bought 363,756 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $8.39M.
iShares US Treasury Bond ETF made up 0.06% of &Partners's portfolio in Q1 2026, its #288 holding.
&Partners first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.