Transamerica Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Transamerica Financial 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	$689K	Buy	30,080 +25,622	+575%	+$591K	0.06%	256
2025 Q4	$103K	Buy	4,458 +1,429	+47%	+$33.1K	0.01%	454
2025 Q3	$70K	Buy	+3,029	New	+$69.5K	0.01%	446
2025 Q2	–	Sell	-26	Closed	-$1K	–	573
2025 Q1	$1K	Hold	26	–	–	﹤0.01%	479
2024 Q4	$1K	Hold	26	–	–	﹤0.01%	473
2024 Q3	$1K	Buy	+26	New	+$602	﹤0.01%	480
2019 Q3	–	Sell	-3,705	Closed	-$96K	–	261
2019 Q2	$96K	Buy	+3,705	New	+$93.8K	0.02%	227

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

Transamerica Financial Advisors's GOVT Position: Q1 2026 in Review

Transamerica Financial Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 575% in Q1 2026, buying an estimated $591K and bringing the position to 30,080 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #256.

Transamerica Financial Advisors first reported a position in GOVT in Q2 2019 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Transamerica Financial Advisors held 30,080 shares of iShares US Treasury Bond ETF worth $689K as of Q1 2026.
Transamerica Financial Advisors bought 25,622 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $591K.
iShares US Treasury Bond ETF made up 0.06% of Transamerica Financial Advisors's portfolio in Q1 2026, its #256 holding.
Transamerica Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.