Quotient Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Quotient Wealth Partners’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	$592K	Buy	25,821 +8,020	+45%	+$185K	0.02%	174
2025 Q4	$410K	Sell	17,801 -2,957	-14%	-$68.5K	0.01%	229
2025 Q3	$480K	Sell	20,758 -1,445	-7%	-$33.1K	0.01%	198
2025 Q2	$510K	Sell	22,203 -887	-4%	-$20.2K	0.02%	188
2025 Q1	$531K	Sell	23,090 -434	-2%	-$9.84K	0.02%	170
2024 Q4	$541K	Buy	23,524 +343	+1%	+$7.83K	0.02%	158
2024 Q3	$544K	Sell	23,181 -33,590	-59%	-$778K	0.02%	166
2024 Q2	$1.28M	Sell	56,771 -64,330	-53%	-$1.44M	0.04%	86
2024 Q1	$2.76M	Sell	121,101 -783,319	-87%	-$17.8M	0.1%	63
2023 Q4	$20.8M	Buy	+904,420	New	+$20.1M	0.81%	25

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Quotient Wealth Partners's GOVT Position: Q1 2026 in Review

Quotient Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 45% in Q1 2026, buying an estimated $185K and bringing the position to 25,821 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #174.

Quotient Wealth Partners first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.8M in Q4 2023. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Quotient Wealth Partners held 25,821 shares of iShares US Treasury Bond ETF worth $592K as of Q1 2026.
Quotient Wealth Partners bought 8,020 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $185K.
iShares US Treasury Bond ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #174 holding.
Quotient Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's iShares US Treasury Bond ETF position peaked at $20.8M in Q4 2023.
927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.