Prosperity Consulting Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Prosperity Consulting Group’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	$507K	Buy	22,139 +733	+3%	+$16.9K	0.02%	354
2025 Q4	$493K	Buy	21,406 +2,244	+12%	+$51.9K	0.02%	360
2025 Q3	$443K	Sell	19,162 -4,908	-20%	-$113K	0.02%	355
2025 Q2	$553K	Buy	24,070 +16	+0.1%	+$364	0.04%	292
2025 Q1	$553K	Sell	24,054 -1,010	-4%	-$22.9K	0.04%	289
2024 Q4	$576K	Sell	25,064 -2,416	-9%	-$55.1K	0.04%	295
2024 Q3	$644K	Sell	27,480 -4,713	-15%	-$109K	0.05%	279
2024 Q2	$727K	Sell	32,193 -30,064	-48%	-$674K	0.1%	145
2024 Q1	$1.42M	Buy	+62,257	New	+$1.42M	0.18%	119

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

Prosperity Consulting Group's GOVT Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares US Treasury Bond ETF (GOVT) stake by 3.4% in Q1 2026, buying an estimated $16.9K and bringing the position to 22,139 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #354.

Prosperity Consulting Group first reported a position in GOVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q1 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Prosperity Consulting Group held 22,139 shares of iShares US Treasury Bond ETF worth $507K as of Q1 2026.
Prosperity Consulting Group bought 733 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $16.9K.
iShares US Treasury Bond ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q1 2026, its #354 holding.
Prosperity Consulting Group first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's iShares US Treasury Bond ETF position peaked at $1.42M in Q1 2024.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.