TRUIST FINANCIAL CORP GOVT — ISHARES

Ownership history in TRUIST FINANCIAL CORP  ·  27 quarters on record

AI Ownership Summary

TRUIST FINANCIAL CORP reported ISHARES (GOVT) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.56% in 2025 Q1. The latest visible filing shows GOVT at 2.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUIST FINANCIAL CORP's position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOVT was reported at 2.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOVT stock page TRUIST FINANCIAL CORP fund profile TRUIST FINANCIAL CORP full holdings
How TRUIST FINANCIAL CORP held GOVT — position size vs. price
% of Fund (quarterly)    GOVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 75,290,882 +4,284,387 +6.0% 2.33% $1.72B 2026-04-27 $22.83
2025 Q4 ADDED — — — 71,006,495 +2,302,272 +3.4% 2.18% $1.63B 2026-02-02 $22.73
2025 Q3 REDUCED — — — 68,704,223 -415,818 -0.6% 2.15% $1.59B 2025-11-03 $22.71
2025 Q2 REDUCED — — — 69,120,041 -452,337 -0.7% 2.32% $1.59B 2025-07-18 $22.05
2025 Q1 ADDED — — — 69,572,378 +2,615,659 +3.9% 2.56% $1.60B 2025-04-29 $22.20
2024 Q4 ADDED — — — 66,956,719 +1,543,834 +2.4% 2.41% $1.54B 2025-01-31 $21.55
2024 Q3 ADDED — — — 65,412,885 +11,067,860 +20.4% 2.40% $1.53B 2024-11-13 $21.45
2024 Q2 REDUCED 6.6% +4.8% ❌ 54,345,025 -3,816,300 -6.6% 1.87% $1.23B 2024-08-21 $22.00
2024 Q1 ADDED — — — 58,161,325 +2,327,763 +4.2% 2.01% $1.32B 2024-05-13 $20.89
2023 Q4 REDUCED — — — 55,833,562 -277,430 -0.5% 2.04% $1.29B 2024-02-02 $21.19
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GOVT

As of 2026 Q1 — sorted by position size

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.17% SOL Capital Management CO 3Y 7Y 8.7% STOLZ & ASSOCIATES, PS 7.43% Verum Partners LLC 3Y 6.76% DDFG, Inc 3Y 6.2% Peak Wealth Management LLC 6.02% Roberts Financial Services LLC 3Y 7Y 5.94% Madson Wealth Advisors Inc 5.76% Snider Financial Group 3Y 5.08% Arcadia Wealth Management, LLC 3Y 4.66%

FAQ About TRUIST FINANCIAL CORP and GOVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRUIST FINANCIAL CORP reported owning GOVT?

TRUIST FINANCIAL CORP reported GOVT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GOVT position in TRUIST FINANCIAL CORP's portfolio?

The largest reported portfolio weight for GOVT was 2.56% in 2025 Q1.

What is the latest reported GOVT position on this page?

The most recent filing on this page is 2026 Q1, when TRUIST FINANCIAL CORP reported 75,290,882 shares, equal to 2.33% of portfolio, with an estimated market value of $1.72B.

What does the chart on this GOVT ownership page compare?

The chart compares TRUIST FINANCIAL CORP's quarterly GOVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TRUIST FINANCIAL CORP time their GOVT position?

Based on 13F filing dates vs. subsequent GOVT price moves, TRUIST FINANCIAL CORP correctly timed 16 out of 26 reported position changes (62%). The annualised alpha on GOVT relative to SPY over the holding period was -14.0%.

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