Alvarez & Marsal Private Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	$220K	Buy	+9,665	New	+$220K	0.03%	95
2026 Q1	–	Sell	-91,585	Closed	-$2.11M	–	186
2025 Q4	$2.11M	Buy	+91,585	New	+$2.12M	0.41%	23

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Alvarez & Marsal Private Wealth Partners's GOVT Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 9,665 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #95 among its holdings. This is a return to the name: Alvarez & Marsal Private Wealth Partners previously reported a position in GOVT as recently as Q4 2025.

Alvarez & Marsal Private Wealth Partners first reported a position in GOVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.11M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 9,665 shares of iShares US Treasury Bond ETF worth $220K as of Q2 2026.
iShares US Treasury Bond ETF was a new Alvarez & Marsal Private Wealth Partners position in Q2 2026.
iShares US Treasury Bond ETF made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #95 holding.
Alvarez & Marsal Private Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
Alvarez & Marsal Private Wealth Partners's iShares US Treasury Bond ETF position peaked at $2.11M in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.