Valley Wealth Managers’s iShares US Treasury Bond ETF GOVT Stock Holding History

Valley Wealth Managers’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	–	Sell	-411	Closed	-$9.46K	–	344
2025 Q4	$9.46K	Buy	+411	New	+$9.52K	﹤0.01%	290
2025 Q2	–	Sell	-173	Closed	-$3.98K	–	333
2025 Q1	$3.98K	Hold	173	–	–	﹤0.01%	304
2024 Q4	$3.98K	Hold	173	–	–	﹤0.01%	321
2024 Q3	$4.06K	Buy	+173	New	+$4.01K	﹤0.01%	326

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Valley Wealth Managers's GOVT Position: Q1 2026 in Review

Valley Wealth Managers sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 411 shares — an estimated $9.46K sold.

Valley Wealth Managers first reported a position in GOVT in Q3 2024 and held it in 4 quarters. The position peaked at $9.46K in Q4 2025. 931 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Valley Wealth Managers reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Valley Wealth Managers sold 411 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $9.46K.
Valley Wealth Managers first reported a position in iShares US Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
Valley Wealth Managers's iShares US Treasury Bond ETF position peaked at $9.46K in Q4 2025.
931 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.