Wealthspire Advisors (New York)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealthspire Advisors (New York)’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	$28.3M	Sell	1,234,565 -12,844	-1%	-$296K	0.22%	66
2025 Q4	$28.7M	Buy	1,247,409 +980,256	+367%	+$22.7M	0.23%	64
2025 Q3	$6.18M	Sell	267,153 -14,504	-5%	-$333K	0.03%	145
2025 Q2	$6.47M	Sell	281,657 -79,237	-22%	-$1.8M	0.04%	142
2025 Q1	$8.3M	Sell	360,894 -29,281	-8%	-$664K	0.05%	130
2024 Q4	$8.97M	Sell	390,175 -127,111	-25%	-$2.9M	0.09%	112
2024 Q3	$12.1M	Sell	517,286 -59,532	-10%	-$1.38M	0.12%	85
2024 Q2	$13M	Sell	576,818 -10,016	-2%	-$225K	0.17%	65
2024 Q1	$13.4M	Sell	586,834 -1,149	-0.2%	-$26.1K	0.18%	59
2023 Q4	$13.5M	Sell	587,983 -64,233	-10%	-$1.43M	0.19%	58
2023 Q3	$14.4M	Sell	652,216 -32,180	-5%	-$724K	0.24%	52
2023 Q2	$15.7M	Sell	684,396 -32,770	-5%	-$760K	0.26%	52
2023 Q1	$16.8M	Buy	717,166 +46,644	+7%	+$1.08M	0.29%	50
2022 Q4	$15.2M	Sell	670,522 -84,802	-11%	-$1.93M	0.28%	52
2022 Q3	$17.2M	Sell	755,324 -180,132	-19%	-$4.27M	0.36%	47
2022 Q2	$22.4M	Sell	935,456 -345,034	-27%	-$8.3M	0.47%	37
2022 Q1	$31.9M	Sell	1,280,490 -209,944	-14%	-$5.38M	0.72%	21
2021 Q4	$39.8M	Sell	1,490,434 -208,773	-12%	-$5.53M	0.88%	19
2021 Q3	$45.1M	Sell	1,699,207 -965,599	-36%	-$25.9M	0.94%	19
2021 Q2	$70.9M	Sell	2,664,806 -364,340	-12%	-$9.61M	1.86%	14
2021 Q1	$79.3M	Sell	3,029,146 -720,070	-19%	-$19.2M	1.88%	13
2020 Q4	$102M	Sell	3,749,216 -687,459	-15%	-$19M	3.04%	8
2020 Q3	$124M	Sell	4,436,675 -434,720	-9%	-$12.2M	7.37%	3
2020 Q2	$136M	Sell	4,871,395 -603,060	-11%	-$16.9M	9.5%	2
2020 Q1	$153M	Sell	5,474,455 -1,440,050	-21%	-$38.6M	6.43%	4
2019 Q4	$179M	Sell	6,914,505 -192,859	-3%	-$5.04M	13.06%	3
2019 Q3	$187M	Buy	7,107,364 +339,319	+5%	+$8.86M	15.32%	2
2019 Q2	$175M	Buy	6,768,045 +159,492	+2%	+$4.04M	15.21%	3
2019 Q1	$167M	Buy	6,608,553 +415,653	+7%	+$10.3M	15.47%	3
2018 Q4	$153M	Buy	+6,192,900	New	+$151M	14.71%	3

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

Wealthspire Advisors (New York)'s GOVT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares US Treasury Bond ETF (GOVT) stake by 1% in Q1 2026, selling an estimated $296K and leaving 1,234,565 shares worth $28.3M. The position accounts for 0.22% of the portfolio, ranked #66.

Wealthspire Advisors (New York) first reported a position in GOVT in Q4 2018 and has held it in 30 quarters since. The position peaked at $187M in Q3 2019. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Wealthspire Advisors (New York) held 1,234,565 shares of iShares US Treasury Bond ETF worth $28.3M as of Q1 2026.
Wealthspire Advisors (New York) sold 12,844 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $296K.
iShares US Treasury Bond ETF made up 0.22% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #66 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s iShares US Treasury Bond ETF position peaked at $187M in Q3 2019.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.