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

Alteri Wealth’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	$710K	Buy	31,188 +356	+1%	+$8.11K	0.2%	124
2026 Q1	$706K	Sell	30,832 -176	-0.6%	-$4.06K	0.23%	106
2025 Q4	$714K	Sell	31,008 -1,161	-4%	-$26.9K	0.23%	110
2025 Q3	$744K	Sell	32,169 -7,765	-19%	-$178K	0.26%	92
2025 Q2	$918K	Sell	39,934 -20,658	-34%	-$470K	0.36%	66
2025 Q1	$1.39M	Sell	60,592 -5,591	-8%	-$127K	0.61%	33
2024 Q4	$1.52M	Buy	+66,183	New	+$1.51M	0.42%	34

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alteri Wealth's GOVT Position: Q2 2026 in Review

Alteri Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 1.2% in Q2 2026, buying an estimated $8.11K and bringing the position to 31,188 shares worth $710K. The position accounts for 0.2% of the portfolio, ranked #124.

Alteri Wealth first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2024. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Alteri Wealth held 31,188 shares of iShares US Treasury Bond ETF worth $710K as of Q2 2026.
Alteri Wealth bought 356 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $8.11K.
iShares US Treasury Bond ETF made up 0.2% of Alteri Wealth's portfolio in Q2 2026, its #124 holding.
Alteri Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's iShares US Treasury Bond ETF position peaked at $1.52M in Q4 2024.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.