Pathstone Holdings
GOVT icon

Pathstone Holdings’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pathstone Holdings’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 		$3.67M Buy
160,083
+141,448
+759% +$3.26M 0.01% 708
2025
Q4 		$429K Sell
18,635
-15
-0.1% -$347 ﹤0.01% 1804
2025
Q3 		$431K Sell
18,650
-28,411
-60% -$651K ﹤0.01% 1839
2025
Q2 		$1.08M Buy
+47,061
New +$1.07M ﹤0.01% 1353
2024
Q1 		– Sell
-14,540
Closed -$335K – 2322
2023
Q4 		$335K Buy
+14,540
New +$324K ﹤0.01% 1747

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

Pathstone Holdings's GOVT Position: Q1 2026 in Review

Pathstone Holdings increased its iShares US Treasury Bond ETF (GOVT) stake by 759% in Q1 2026, buying an estimated $3.26M and bringing the position to 160,083 shares worth $3.67M. The position accounts for 0.01% of the portfolio, ranked #708.

Pathstone Holdings first reported a position in GOVT in Q4 2023 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Pathstone Holdings held 160,083 shares of iShares US Treasury Bond ETF worth $3.67M as of Q1 2026.
  • Pathstone Holdings bought 141,448 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $3.26M.
  • iShares US Treasury Bond ETF made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #708 holding.
  • Pathstone Holdings first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.