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Three Bridge Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Three Bridge Wealth Advisors’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 		$384K Buy
16,749
+328
+2% +$7.56K 0.11% 66
2025
Q4 		$378K Buy
16,421
+3,981
+32% +$92.2K 0.1% 68
2025
Q3 		$288K Buy
12,440
+682
+6% +$15.6K 0.07% 72
2025
Q2 		$270K Buy
11,758
+107
+0.9% +$2.44K 0.07% 98
2025
Q1 		$268K Hold
11,651
– – 0.09% 74
2024
Q4 		$268K Buy
11,651
+157
+1% +$3.58K 0.09% 80
2024
Q3 		$270K Buy
11,494
+575
+5% +$13.3K 0.1% 74
2024
Q2 		$246K Buy
10,919
+127
+1% +$2.85K 0.1% 79
2024
Q1 		$246K Buy
10,792
+241
+2% +$5.48K 0.1% 82
2023
Q4 		$243K Buy
+10,551
New +$235K 0.08% 84

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

Three Bridge Wealth Advisors's GOVT Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 2% in Q1 2026, buying an estimated $7.56K and bringing the position to 16,749 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #66.

Three Bridge Wealth Advisors first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Three Bridge Wealth Advisors held 16,749 shares of iShares US Treasury Bond ETF worth $384K as of Q1 2026.
  • Three Bridge Wealth Advisors bought 328 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $7.56K.
  • iShares US Treasury Bond ETF made up 0.11% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Three Bridge Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.