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

Accurate 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	$442K	Sell	19,588 -1,016	-5%	-$23.1K	0.04%	376
2026 Q1	$471K	Buy	20,604 +801	+4%	+$18.5K	0.06%	333
2025 Q4	$457K	Buy	19,803 +1,164	+6%	+$26.9K	0.06%	317
2025 Q3	$433K	Buy	+18,639	New	+$427K	0.06%	318
2023 Q1	–	Sell	-1,066	Closed	-$24.6K	–	719
2022 Q4	$24.6K	Buy	+1,066	New	+$24.2K	0.01%	623

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Accurate Wealth Management's GOVT Position: Q2 2026 in Review

Accurate Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.9% in Q2 2026, selling an estimated $23.1K and leaving 19,588 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #376.

Accurate Wealth Management first reported a position in GOVT in Q4 2022 and has held it in 5 quarters since. The position peaked at $471K in Q1 2026. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Accurate Wealth Management held 19,588 shares of iShares US Treasury Bond ETF worth $442K as of Q2 2026.
Accurate Wealth Management sold 1,016 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $23.1K.
iShares US Treasury Bond ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #376 holding.
Accurate Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 5 quarters since.
Accurate Wealth Management's iShares US Treasury Bond ETF position peaked at $471K in Q1 2026.
215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.