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

Triad Wealth Partners’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	$44.7M	Buy	1,951,668 +1,350,535	+225%	+$31.1M	3.54%	6
2025 Q4	$13.8M	Buy	601,133 +96,977	+19%	+$2.25M	1.32%	16
2025 Q3	$11.7M	Buy	504,156 +387,844	+333%	+$8.89M	1.5%	17
2025 Q2	$2.67M	Buy	116,312 +24,193	+26%	+$551K	0.54%	37
2025 Q1	$2.12M	Buy	92,119 +14,606	+19%	+$331K	0.66%	34
2024 Q4	$1.78M	Buy	77,513 +45,437	+142%	+$1.04M	0.64%	35
2024 Q3	$752K	Buy	32,076 +21,743	+210%	+$503K	0.4%	39
2024 Q2	$233K	Buy	+10,333	New	+$232K	0.12%	82

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Triad Wealth Partners's GOVT Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 225% in Q1 2026, buying an estimated $31.1M and bringing the position to 1,951,668 shares worth $44.7M. The position accounts for 3.54% of the portfolio, ranked #6.

Triad Wealth Partners first reported a position in GOVT in Q2 2024 and has held it in 8 quarters since. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Triad Wealth Partners held 1,951,668 shares of iShares US Treasury Bond ETF worth $44.7M as of Q1 2026.
Triad Wealth Partners bought 1,350,535 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $31.1M.
iShares US Treasury Bond ETF made up 3.54% of Triad Wealth Partners's portfolio in Q1 2026, its #6 holding.
Triad Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.