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

SHP 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 		$4.75K Sell
207
-245
-54% -$5.65K ﹤0.01% 1087
2025
Q4 		$10.4K Buy
+452
New +$10.5K ﹤0.01% 824

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 $424B AUM 22.96% 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 $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 $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

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

SHP Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 54% in Q1 2026, selling an estimated $5.65K and leaving 207 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

SHP Wealth Management first reported a position in GOVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.4K in Q4 2025. 931 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • SHP Wealth Management held 207 shares of iShares US Treasury Bond ETF worth $4.75K as of Q1 2026.
  • SHP Wealth Management sold 245 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $5.65K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1087 holding.
  • SHP Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares US Treasury Bond ETF position peaked at $10.4K in Q4 2025.
  • 931 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

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