AWM
GOVT icon

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

AE 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 		$89.9M Buy
3,947,369
+300,587
+8% +$6.85M 0.42% 59
2026
Q1 		$83.5M Buy
3,646,782
+216,100
+6% +$4.98M 0.45% 51
2025
Q4 		$79M Buy
3,430,682
+325,925
+10% +$7.55M 0.45% 54
2025
Q3 		$71.8M Buy
3,104,757
+701,536
+29% +$16.1M 0.46% 49
2025
Q2 		$55.2M Buy
2,403,221
+151,549
+7% +$3.45M 0.4% 57
2025
Q1 		$51.8M Buy
2,251,672
+154,855
+7% +$3.51M 0.44% 54
2024
Q4 		$48.2M Buy
2,096,817
+266,663
+15% +$6.08M 0.41% 55
2024
Q3 		$42.9M Buy
1,830,154
+286,707
+19% +$6.64M 0.39% 61
2024
Q2 		$34.8M Buy
1,543,447
+336,864
+28% +$7.55M 0.35% 64
2024
Q1 		$27.5M Buy
1,206,583
+138,816
+13% +$3.16M 0.31% 77
2023
Q4 		$24.3M Sell
1,067,767
-23,505
-2% -$523K 0.12% 188
2023
Q3 		$24.1M Sell
1,091,272
-369,042
-25% -$8.31M 0.14% 164
2023
Q2 		$33.4M Sell
1,460,314
-62,101
-4% -$1.44M 0.2% 105
2023
Q1 		$35.6M Buy
1,522,415
+521,056
+52% +$12M 0.23% 88
2022
Q4 		$22.8M Sell
1,001,359
-965,880
-49% -$22M 0.16% 151
2022
Q3 		$44.8M Buy
1,967,239
+656,962
+50% +$15.6M 0.36% 54
2022
Q2 		$31.3M Sell
1,310,277
-609,001
-32% -$14.7M 0.25% 86
2022
Q1 		$47.8M Buy
1,919,278
+294,486
+18% +$7.54M 0.33% 60
2021
Q4 		$43.3M Buy
1,624,792
+242,608
+18% +$6.42M 0.3% 67
2021
Q3 		$36.7M Sell
1,382,184
-172,009
-11% -$4.61M 0.3% 71
2021
Q2 		$41.3M Buy
1,554,193
+299,817
+24% +$7.91M 0.36% 62
2021
Q1 		$32.9M Buy
1,254,376
+129,522
+12% +$3.46M 0.33% 67
2020
Q4 		$30.6M Buy
1,124,854
+288,980
+35% +$7.97M 0.35% 67
2020
Q3 		$23.4M Buy
835,874
+3,878
+0.5% +$109K 0.33% 64
2020
Q2 		$23.3M Sell
831,996
-864,722
-51% -$24.2M 0.36% 56
2020
Q1 		$47.5M Buy
1,696,718
+552,083
+48% +$14.8M 1.09% 15
2019
Q4 		$29.7M Buy
1,144,635
+349,754
+44% +$9.13M 0.64% 32
2019
Q3 		$20.9M Buy
794,881
+217,993
+38% +$5.69M 0.6% 34
2019
Q2 		$14.9M Buy
576,888
+534,578
+1,263% +$13.5M 0.45% 49
2019
Q1 		$1.07M Buy
+42,310
New +$1.05M 0.07% 209
2018
Q4 		– Sell
-33,838
Closed -$824K – 527
2018
Q3 		$824K Sell
33,838
-10,245
-23% -$251K 0.05% 249
2018
Q2 		$1.09M Buy
44,083
+3,664
+9% +$89.7K 0.07% 158
2018
Q1 		$998K Sell
40,419
-4,697
-10% -$116K 0.08% 169
2017
Q4 		$1.13M Buy
45,116
+578
+1% +$14.5K 0.1% 143
2017
Q3 		$1.12M Sell
44,538
-1,976
-4% -$50.1K 0.1% 126
2017
Q2 		$1.18M Buy
46,514
+3,315
+8% +$83.7K 0.14% 123
2017
Q1 		$1.08M Buy
43,199
+28,087
+186% +$702K 0.2% 94
2016
Q4 		$377K Buy
+15,112
New +$383K 0.15% 136

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

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

AE Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 8.2% in Q2 2026, buying an estimated $6.85M and bringing the position to 3,947,369 shares worth $89.9M. The position accounts for 0.42% of the portfolio, ranked #59.

AE Wealth Management first reported a position in GOVT in Q4 2016 and has held it in 38 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • AE Wealth Management held 3,947,369 shares of iShares US Treasury Bond ETF worth $89.9M as of Q2 2026.
  • AE Wealth Management bought 300,587 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $6.85M.
  • iShares US Treasury Bond ETF made up 0.42% of AE Wealth Management's portfolio in Q2 2026, its #59 holding.
  • AE Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.