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Reflection Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Reflection Asset 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 		– Sell
-4,564
Closed -$105K – 256
2025
Q4 		$105K Buy
+4,564
New +$106K 0.07% 155

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Reflection Asset Management's GOVT Position: Q1 2026 in Review

Reflection Asset Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 4,564 shares — an estimated $105K sold.

Reflection Asset Management first reported a position in GOVT in Q4 2025 and held it in 1 quarter. The position peaked at $105K in Q4 2025. 935 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Reflection Asset Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Reflection Asset Management sold 4,564 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $105K.
  • Reflection Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Reflection Asset Management's iShares US Treasury Bond ETF position peaked at $105K in Q4 2025.
  • 935 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.