Petix & Botte Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Petix & Botte Financial’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	-20,982	Closed	-$484K	–	94
2025 Q4	$483K	Buy	20,982 +3,234	+18%	+$74.9K	0.11%	85
2025 Q3	$410K	Sell	17,748 -1,461	-8%	-$33.5K	0.09%	93
2025 Q2	$441K	Sell	19,209 -516	-3%	-$11.8K	0.11%	95
2025 Q1	$453K	Sell	19,725 -4,915	-20%	-$111K	0.12%	86
2024 Q4	$566K	Sell	24,640 -1,901	-7%	-$43.4K	0.15%	80
2024 Q3	$622K	Sell	26,541 -23	-0.1%	-$533	0.17%	66
2024 Q2	$600K	Sell	26,564 -508,268	-95%	-$11.4M	0.17%	66
2024 Q1	$12.2M	Buy	+534,832	New	+$12.2M	3.03%	8

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

Petix & Botte Financial's GOVT Position: Q1 2026 in Review

Petix & Botte Financial sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 20,982 shares — an estimated $484K sold.

Petix & Botte Financial first reported a position in GOVT in Q1 2024 and held it in 8 quarters. The position peaked at $12.2M in Q1 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Petix & Botte Financial reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Petix & Botte Financial sold 20,982 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $484K.
Petix & Botte Financial first reported a position in iShares US Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
Petix & Botte Financial's iShares US Treasury Bond ETF position peaked at $12.2M in Q1 2024.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.