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

Trinity 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 Q3	$208K	Buy	+9,513	New	+$213K	0.07%	87
2023 Q1	–	Sell	-28,369	Closed	-$645K	–	43
2022 Q4	$645K	Sell	28,369 -5,072	-15%	-$115K	0.46%	31
2022 Q3	$761K	Buy	33,441 +5,755	+21%	+$136K	0.61%	30
2022 Q2	$662K	Sell	27,686 -287	-1%	-$6.91K	0.52%	27
2022 Q1	$697K	Sell	27,973 -646	-2%	-$16.5K	0.49%	28
2021 Q4	$764K	Sell	28,619 -1,603	-5%	-$42.4K	0.53%	24
2021 Q3	$802K	Buy	+30,222	New	+$809K	0.61%	23

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Trinity Wealth Management's GOVT Position: Q3 2026 in Review

Trinity Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2026: 9,513 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings. This is a return to the name: Trinity Wealth Management previously reported a position in GOVT as recently as Q4 2022.

Trinity Wealth Management first reported a position in GOVT in Q3 2021 and has held it in 7 quarters since. The position peaked at $802K in Q3 2021. 392 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Trinity Wealth Management held 9,513 shares of iShares US Treasury Bond ETF worth $208K as of Q3 2026.
iShares US Treasury Bond ETF was a new Trinity Wealth Management position in Q3 2026.
iShares US Treasury Bond ETF made up 0.07% of Trinity Wealth Management's portfolio in Q3 2026, its #87 holding.
Trinity Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 7 quarters since.
Trinity Wealth Management's iShares US Treasury Bond ETF position peaked at $802K in Q3 2021.
392 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.