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

Rialto 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	$35K	Sell	1,526 -2,249	-60%	-$51.8K	0.01%	319
2025 Q4	$86.9K	Sell	3,775 -5,832	-61%	-$135K	0.02%	223
2025 Q3	$222K	Sell	9,607 -16,431	-63%	-$377K	0.06%	144
2025 Q2	$598K	Sell	26,038 -107	-0.4%	-$2.44K	0.17%	89
2025 Q1	$601K	Buy	26,145 +2,452	+10%	+$55.6K	0.19%	85
2024 Q4	$544K	Buy	+23,693	New	+$541K	0.18%	84

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

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

Rialto Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 60% in Q1 2026, selling an estimated $51.8K and leaving 1,526 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #319.

Rialto Wealth Management first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $601K in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Rialto Wealth Management held 1,526 shares of iShares US Treasury Bond ETF worth $35K as of Q1 2026.
Rialto Wealth Management sold 2,249 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $51.8K.
iShares US Treasury Bond ETF made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #319 holding.
Rialto Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's iShares US Treasury Bond ETF position peaked at $601K in Q1 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.