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Whittier Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

Whittier Trust’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 		$13.3K Hold
581
– – ﹤0.01% 1075
2025
Q4 		$13.4K Sell
581
-1,337
-70% -$31K ﹤0.01% 1095
2025
Q3 		$44.3K Hold
1,918
– – ﹤0.01% 875
2025
Q2 		$44.1K Hold
1,918
– – ﹤0.01% 961
2025
Q1 		$44.1K Buy
1,918
+1,337
+230% +$30.3K ﹤0.01% 954
2024
Q4 		$13.3K Buy
+581
New +$13.3K ﹤0.01% 1191

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

Whittier Trust's GOVT Position: Q1 2026 in Review

Whittier Trust held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2026 at 581 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Whittier Trust first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.3K in Q3 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Whittier Trust held 581 shares of iShares US Treasury Bond ETF worth $13.3K as of Q1 2026.
  • Whittier Trust left its iShares US Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1075 holding.
  • Whittier Trust first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Whittier Trust's iShares US Treasury Bond ETF position peaked at $44.3K in Q3 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.