Pine Valley Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pine Valley Investments’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	$310K	Sell	13,529 -119	-0.9%	-$2.74K	0.01%	460
2025 Q4	$314K	Sell	13,648 -321	-2%	-$7.43K	0.01%	436
2025 Q3	$323K	Buy	+13,969	New	+$320K	0.02%	431

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

Pine Valley Investments's GOVT Position: Q1 2026 in Review

Pine Valley Investments reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.87% in Q1 2026, selling an estimated $2.74K and leaving 13,529 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #460.

Pine Valley Investments first reported a position in GOVT in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q3 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Pine Valley Investments held 13,529 shares of iShares US Treasury Bond ETF worth $310K as of Q1 2026.
Pine Valley Investments sold 119 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.74K.
iShares US Treasury Bond ETF made up 0.01% of Pine Valley Investments's portfolio in Q1 2026, its #460 holding.
Pine Valley Investments first reported a position in iShares US Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
Pine Valley Investments's iShares US Treasury Bond ETF position peaked at $323K in Q3 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Pine Valley Investments's 13F filing for Q1 2026, filed 8 Jun 2026.