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

Alterna 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 		$6.56M Buy
287,911
+159,121
+124% +$3.62M 3.76% 5
2026
Q1 		$2.95M Buy
128,790
+82,115
+176% +$1.89M 2.24% 11
2025
Q4 		$1.07M Buy
46,675
+1,453
+3% +$33.6K 0.9% 33
2025
Q3 		$1.05M Buy
45,222
+5,106
+13% +$117K 0.86% 35
2025
Q2 		$922K Buy
40,116
+1,132
+3% +$25.8K 0.74% 40
2025
Q1 		$896K Buy
38,984
+633
+2% +$14.3K 0.68% 36
2024
Q4 		$881K Sell
38,351
-12,902
-25% -$294K 0.74% 36
2024
Q3 		$1.2M Buy
51,253
+3,500
+7% +$81K 1.08% 25
2024
Q2 		$1.08M Buy
47,753
+5,761
+14% +$129K 0.94% 31
2024
Q1 		$956K Sell
41,992
-24,803
-37% -$564K 0.77% 29
2023
Q4 		$1.54M Sell
66,795
-139,901
-68% -$3.11M 1.85% 17
2023
Q3 		$4.56M Sell
206,696
-23,541
-10% -$530K 5.82% 2
2023
Q2 		$5.27M Buy
230,237
+5,578
+2% +$129K 6.11% 1
2023
Q1 		$5.25M Sell
224,659
-35,458
-14% -$819K 6.58% 1
2022
Q4 		$5.92M Buy
260,117
+14,478
+6% +$329K 6.64% 1
2022
Q3 		$5.59M Buy
245,639
+28,417
+13% +$673K 6.63% 2
2022
Q2 		$5.19M Buy
217,222
+28,294
+15% +$681K 5.27% 3
2022
Q1 		$4.71M Buy
188,928
+19,585
+12% +$502K 3.97% 5
2021
Q4 		$4.52M Buy
+169,343
New +$4.48M 3.75% 5
2020
Q4 		$1.78M Sell
65,427
-991
-1% -$27.3K 2.25% 14
2020
Q3 		$1.86M Buy
66,418
+1,941
+3% +$54.4K 2.69% 12
2020
Q2 		$1.8M Sell
64,477
-35,526
-36% -$994K 2.16% 12
2020
Q1 		$2.8M Sell
100,003
-979
-1% -$26.3K 4.05% 5
2019
Q4 		$2.62M Buy
100,982
+21,636
+27% +$565K 2.91% 6
2019
Q3 		$2.09M Sell
79,346
-1,833
-2% -$47.9K 2.47% 9
2019
Q2 		$2.1M Buy
81,179
+28,524
+54% +$722K 2.52% 9
2019
Q1 		$1.33M Buy
52,655
+24,133
+85% +$600K 1.12% 35
2018
Q4 		$703K Buy
+28,522
New +$694K 0.11% 129

Other funds holding GOVT

Wealth Enhancement Advisory Services
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
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
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Alterna Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 124% in Q2 2026, buying an estimated $3.62M and bringing the position to 287,911 shares worth $6.56M. The position accounts for 3.76% of the portfolio, ranked #5.

Alterna Wealth Management first reported a position in GOVT in Q4 2018 and has held it in 28 quarters since. 301 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Alterna Wealth Management held 287,911 shares of iShares US Treasury Bond ETF worth $6.56M as of Q2 2026.
  • Alterna Wealth Management bought 159,121 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3.62M.
  • iShares US Treasury Bond ETF made up 3.76% of Alterna Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Alterna Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.