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

Simplicity Wealth’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 		$5.5M Buy
240,115
+172,561
+255% +$3.98M 0.31% 70
2025
Q4 		$1.56M Buy
67,554
+5,270
+8% +$122K 0.09% 211
2025
Q3 		$1.44M Sell
62,284
-53,386
-46% -$1.22M 0.08% 230
2025
Q2 		$2.66M Buy
115,670
+67,762
+141% +$1.54M 0.11% 176
2025
Q1 		$1.1M Buy
47,908
+30,197
+170% +$684K 0.09% 240
2024
Q4 		$407K Sell
17,711
-83,464
-82% -$1.9M 0.08% 192
2024
Q3 		$2.37M Buy
101,175
+10,824
+12% +$251K 0.22% 98
2024
Q2 		$2.04M Sell
90,351
-15,301
-14% -$343K 0.05% 354
2024
Q1 		$2.41M Buy
105,652
+57,794
+121% +$1.31M 0.06% 316
2023
Q4 		$1.1M Sell
47,858
-18,380
-28% -$409K 0.43% 41
2023
Q3 		$1.46M Sell
66,238
-58,031
-47% -$1.31M 0.85% 25
2023
Q2 		$2.85M Buy
124,269
+68,851
+124% +$1.6M 1.77% 16
2023
Q1 		$1.3M Buy
55,418
+42,653
+334% +$985K 0.86% 25
2022
Q4 		$290K Buy
12,765
+3,357
+36% +$76.3K 0.26% 53
2022
Q3 		$214K Buy
+9,408
New +$223K 0.29% 66

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Simplicity Wealth's GOVT Position: Q1 2026 in Review

Simplicity Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 255% in Q1 2026, buying an estimated $3.98M and bringing the position to 240,115 shares worth $5.5M. The position accounts for 0.31% of the portfolio, ranked #70.

Simplicity Wealth first reported a position in GOVT in Q3 2022 and has held it in 15 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Simplicity Wealth held 240,115 shares of iShares US Treasury Bond ETF worth $5.5M as of Q1 2026.
  • Simplicity Wealth bought 172,561 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $3.98M.
  • iShares US Treasury Bond ETF made up 0.31% of Simplicity Wealth's portfolio in Q1 2026, its #70 holding.
  • Simplicity Wealth first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.