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

Westshore Wealth’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 		$9.8M Buy
427,882
+20,524
+5% +$473K 3.44% 8
2025
Q4 		$9.38M Buy
407,358
+16,775
+4% +$388K 3.1% 8
2025
Q3 		$9.03M Buy
390,583
+16,877
+5% +$387K 3.09% 8
2025
Q2 		$8.59M Buy
373,706
+10,150
+3% +$231K 3.29% 8
2025
Q1 		$8.36M Buy
363,556
+20,637
+6% +$468K 3.53% 8
2024
Q4 		$7.88M Buy
342,919
+18,530
+6% +$423K 3.19% 8
2024
Q3 		$7.61M Buy
324,389
+8,868
+3% +$205K 3.11% 8
2024
Q2 		$7.12M Buy
315,521
+21,178
+7% +$475K 2.96% 8
2024
Q1 		$6.7M Buy
294,343
+22,148
+8% +$503K 2.79% 9
2023
Q4 		$6.27M Buy
+272,195
New +$6.06M 2.89% 9

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Westshore Wealth's GOVT Position: Q1 2026 in Review

Westshore Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 5% in Q1 2026, buying an estimated $473K and bringing the position to 427,882 shares worth $9.8M. The position accounts for 3.44% of the portfolio, ranked #8.

Westshore Wealth first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Westshore Wealth held 427,882 shares of iShares US Treasury Bond ETF worth $9.8M as of Q1 2026.
  • Westshore Wealth bought 20,524 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $473K.
  • iShares US Treasury Bond ETF made up 3.44% of Westshore Wealth's portfolio in Q1 2026, its #8 holding.
  • Westshore Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.