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

Pines 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 		$893K Buy
38,986
+270
+0.7% +$6.22K 0.29% 92
2025
Q4 		$891K Buy
38,716
+1,675
+5% +$38.8K 0.29% 86
2025
Q3 		$856K Sell
37,041
-899
-2% -$20.6K 0.29% 89
2025
Q2 		$864K Sell
37,940
-12,330
-25% -$281K 0.31% 84
2025
Q1 		$1.15M Buy
50,270
+1,466
+3% +$33.2K 0.53% 44
2024
Q4 		$1.09M Buy
+48,804
New +$1.11M 0.47% 51

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

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

Pines Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 0.7% in Q1 2026, buying an estimated $6.22K and bringing the position to 38,986 shares worth $893K. The position accounts for 0.29% of the portfolio, ranked #92.

Pines Wealth Management first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Pines Wealth Management held 38,986 shares of iShares US Treasury Bond ETF worth $893K as of Q1 2026.
  • Pines Wealth Management bought 270 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $6.22K.
  • iShares US Treasury Bond ETF made up 0.29% of Pines Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Pines Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's iShares US Treasury Bond ETF position peaked at $1.15M in Q1 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.