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 Q3	$71.9K	Sell	3,289 -1,241	-27%	-$27.8K	﹤0.01%	812
2026 Q2	$103K	Buy	4,530 +3,949	+680%	+$89.9K	﹤0.01%	747
2026 Q1	$13.3K	Hold	581	–	–	﹤0.01%	1076
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Whittier Trust's GOVT Position: Q3 2026 in Review

Whittier Trust reduced its iShares US Treasury Bond ETF (GOVT) stake by 27% in Q3 2026, selling an estimated $27.8K and leaving 3,289 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Whittier Trust first reported a position in GOVT in Q4 2024 and has held it in 8 quarters since. The position peaked at $103K in Q2 2026. 872 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Whittier Trust held 3,289 shares of iShares US Treasury Bond ETF worth $71.9K as of Q3 2026.
Whittier Trust sold 1,241 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $27.8K.
iShares US Treasury Bond ETF made up ﹤0.01% of Whittier Trust's portfolio in Q3 2026, its #812 holding.
Whittier Trust first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Whittier Trust's iShares US Treasury Bond ETF position peaked at $103K in Q2 2026.
872 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Whittier Trust's 13F filing for Q3 2026, filed 12 Nov 2026.