4WM
GOVT icon

4J Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

4J Wealth Management’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
Q2 		$269K Sell
11,815
-2,304
-16% -$52.5K 0.13% 91
2026
Q1 		$323K Sell
14,119
-79
-0.6% -$1.82K 0.18% 75
2025
Q4 		$327K Sell
14,198
-1,214
-8% -$28.1K 0.19% 70
2025
Q3 		$356K Sell
15,412
-2,359
-13% -$54.1K 0.21% 65
2025
Q2 		$408K Sell
17,771
-169
-0.9% -$3.85K 0.28% 58
2025
Q1 		$412K Sell
17,940
-485
-3% -$11K 0.33% 51
2024
Q4 		$423K Sell
18,425
-299,977
-94% -$6.84M 0.34% 50
2024
Q3 		$7.47M Buy
318,402
+1,224
+0.4% +$28.3K 5.78% 3
2024
Q2 		$7.16M Buy
317,178
+19,715
+7% +$442K 5.92% 3
2024
Q1 		$6.77M Buy
297,463
+54,589
+22% +$1.24M 5.85% 3
2023
Q4 		$5.6M Buy
242,874
+1,320
+0.5% +$29.4K 5.11% 3
2023
Q3 		$5.32M Buy
241,554
+9,566
+4% +$215K 5.3% 4
2023
Q2 		$5.31M Buy
231,988
+696
+0.3% +$16.1K 5.15% 4
2023
Q1 		$5.41M Buy
231,292
+12,144
+6% +$280K 5.81% 4
2022
Q4 		$4.98M Sell
219,148
-71,506
-25% -$1.63M 5.78% 4
2022
Q3 		$6.62M Buy
290,654
+8,326
+3% +$197K 8.47% 2
2022
Q2 		$6.75M Sell
282,328
-7,729
-3% -$186K 8.49% 2
2022
Q1 		$7.22M Buy
290,057
+32,038
+12% +$820K 6.32% 3
2021
Q4 		$6.88M Sell
258,019
-10,880
-4% -$288K 5.79% 3
2021
Q3 		$7.13M Buy
268,899
+2,880
+1% +$77.1K 6.2% 3
2021
Q2 		$7.08M Buy
266,019
+13,781
+5% +$364K 6.18% 3
2021
Q1 		$6.61M Buy
252,238
+7,721
+3% +$206K 6.14% 3
2020
Q4 		$6.66M Buy
+244,517
New +$6.75M 6.41% 3

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $15B AUM

4J Wealth Management's GOVT Position: Q2 2026 in Review

4J Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 16% in Q2 2026, selling an estimated $52.5K and leaving 11,815 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #91.

4J Wealth Management first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.47M in Q3 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • 4J Wealth Management held 11,815 shares of iShares US Treasury Bond ETF worth $269K as of Q2 2026.
  • 4J Wealth Management sold 2,304 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $52.5K.
  • iShares US Treasury Bond ETF made up 0.13% of 4J Wealth Management's portfolio in Q2 2026, its #91 holding.
  • 4J Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares US Treasury Bond ETF position peaked at $7.47M in Q3 2024.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.