Able Wealth Management
GOVT icon

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

Able 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
Q3 		$2.15M Buy
98,448
+2,310
+2% +$51.7K 0.47% 43
2026
Q2 		$2.19M Buy
96,138
+58,579
+156% +$1.33M 0.5% 45
2026
Q1 		$860K Buy
+37,559
New +$866K 0.23% 64
2024
Q1 		– Sell
-3,490
Closed -$80.4K – 279
2023
Q4 		$80.4K Buy
+3,490
New +$77.7K 0.07% 107

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AssetMark Inc
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Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Able Wealth Management's GOVT Position: Q3 2026 in Review

Able Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 2.4% in Q3 2026, buying an estimated $51.7K and bringing the position to 98,448 shares worth $2.15M. The position accounts for 0.47% of the portfolio, ranked #43.

Able Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.19M in Q2 2026. 335 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Able Wealth Management held 98,448 shares of iShares US Treasury Bond ETF worth $2.15M as of Q3 2026.
  • Able Wealth Management bought 2,310 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $51.7K.
  • iShares US Treasury Bond ETF made up 0.47% of Able Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Able Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Able Wealth Management's iShares US Treasury Bond ETF position peaked at $2.19M in Q2 2026.
  • 335 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.