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Westfuller Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Westfuller Advisors’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 		$8.65M Buy
377,414
+100,583
+36% +$2.32M 3.73% 2
2025
Q4 		$6.37M Buy
276,831
+11,518
+4% +$267K 2.58% 7
2025
Q3 		$6.13M Buy
265,313
+142,341
+116% +$3.26M 2.79% 6
2025
Q2 		$2.83M Buy
122,972
+2,599
+2% +$59.2K 1.61% 17
2025
Q1 		$2.77M Buy
120,373
+7,276
+6% +$165K 1.85% 14
2024
Q4 		$2.6M Buy
113,097
+71,870
+174% +$1.64M 1.65% 18
2024
Q3 		$967K Buy
+41,227
New +$955K 0.69% 37
2024
Q1 		$545K Buy
+23,947
New +$544K 0.65% 42

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

Westfuller Advisors's GOVT Position: Q1 2026 in Review

Westfuller Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 36% in Q1 2026, buying an estimated $2.32M and bringing the position to 377,414 shares worth $8.65M. The position accounts for 3.73% of the portfolio, ranked #2.

Westfuller Advisors first reported a position in GOVT in Q1 2024 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Westfuller Advisors held 377,414 shares of iShares US Treasury Bond ETF worth $8.65M as of Q1 2026.
  • Westfuller Advisors bought 100,583 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.32M.
  • iShares US Treasury Bond ETF made up 3.73% of Westfuller Advisors's portfolio in Q1 2026, its #2 holding.
  • Westfuller Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.