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

TSA 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
Q1 		$11.3M Buy
494,332
+399,087
+419% +$9.2M 3.66% 9
2025
Q4 		$2.19M Sell
95,245
-896
-0.9% -$20.7K 0.73% 29
2025
Q3 		$2.22M Buy
96,141
+3,360
+4% +$77K 0.76% 30
2025
Q2 		$2.13M Buy
92,781
+4,418
+5% +$101K 0.78% 29
2025
Q1 		$2.03M Buy
88,363
+11,463
+15% +$260K 0.81% 26
2024
Q4 		$1.77M Buy
76,900
+3,798
+5% +$86.7K 0.72% 24
2024
Q3 		$1.71M Buy
73,102
+1,456
+2% +$33.7K 0.69% 24
2024
Q2 		$1.62M Sell
71,646
-31,205
-30% -$700K 0.69% 25
2024
Q1 		$2.34M Sell
102,851
-42,938
-29% -$976K 1.02% 20
2023
Q4 		$3.36M Buy
+145,789
New +$3.25M 1.57% 17

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

TSA Wealth Management's GOVT Position: Q1 2026 in Review

TSA Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 419% in Q1 2026, buying an estimated $9.2M and bringing the position to 494,332 shares worth $11.3M. The position accounts for 3.66% of the portfolio, ranked #9.

TSA Wealth Management 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.

  • TSA Wealth Management held 494,332 shares of iShares US Treasury Bond ETF worth $11.3M as of Q1 2026.
  • TSA Wealth Management bought 399,087 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $9.2M.
  • iShares US Treasury Bond ETF made up 3.66% of TSA Wealth Management's portfolio in Q1 2026, its #9 holding.
  • TSA Wealth Management 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 TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.