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

Apollon 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 		$3.79M Buy
166,517
+10,459
+7% +$238K 0.05% 327
2026
Q1 		$3.58M Buy
156,058
+116,073
+290% +$2.68M 0.06% 264
2025
Q4 		$921K Sell
39,985
-196
-0.5% -$4.54K 0.02% 610
2025
Q3 		$929K Sell
40,181
-587
-1% -$13.5K 0.02% 591
2025
Q2 		$937K Sell
40,768
-4,069
-9% -$92.7K 0.02% 568
2025
Q1 		$1.03M Buy
44,837
+2,983
+7% +$67.6K 0.02% 504
2024
Q4 		$962K Sell
41,854
-1,584
-4% -$36.1K 0.02% 528
2024
Q3 		$1.02M Buy
43,438
+404
+0.9% +$9.35K 0.03% 483
2024
Q2 		$971K Sell
43,034
-38,344
-47% -$860K 0.03% 481
2024
Q1 		$1.85M Sell
81,378
-12,768
-14% -$290K 0.06% 307
2023
Q4 		$2.17M Buy
94,146
+33,983
+56% +$756K 0.07% 241
2023
Q3 		$1.33M Sell
60,163
-955
-2% -$21.5K 0.07% 289
2023
Q2 		$1.4M Buy
61,118
+42,521
+229% +$986K 0.07% 301
2023
Q1 		$435K Sell
18,597
-41,523
-69% -$959K 0.03% 574
2022
Q4 		$1.37M Sell
60,120
-3,655
-6% -$83.1K 0.1% 220
2022
Q3 		$1.45M Buy
63,775
+14,445
+29% +$342K 0.12% 185
2022
Q2 		$1.18M Sell
49,330
-35,884
-42% -$863K 0.1% 228
2022
Q1 		$2.12M Buy
85,214
+22,363
+36% +$573K 0.15% 150
2021
Q4 		$1.68M Buy
+62,851
New +$1.66M 0.13% 180
2020
Q3 		– Sell
-547
Closed -$15K – 361
2020
Q2 		$15K Buy
+547
New +$15.3K 0.01% 423

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

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

Apollon Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 6.7% in Q2 2026, buying an estimated $238K and bringing the position to 166,517 shares worth $3.79M. The position accounts for 0.05% of the portfolio, ranked #327.

Apollon Wealth Management first reported a position in GOVT in Q2 2020 and has held it in 20 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Apollon Wealth Management held 166,517 shares of iShares US Treasury Bond ETF worth $3.79M as of Q2 2026.
  • Apollon Wealth Management bought 10,459 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $238K.
  • iShares US Treasury Bond ETF made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Apollon Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.