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Arcadia Wealth Management (New Hampshire)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$16.6M Buy
729,380
+167,353
+30% +$3.81M 5.22% 5
2026
Q1 		$12.9M Buy
562,027
+277,891
+98% +$6.41M 4.66% 5
2025
Q4 		$6.54M Buy
284,136
+113,057
+66% +$2.62M 2.43% 12
2025
Q3 		$3.96M Buy
+171,079
New +$3.92M 1.57% 20
2025
Q1 		– Sell
-737,660
Closed -$17M – 65
2024
Q4 		$17M Sell
737,660
-27,515
-4% -$628K 8.58% 4
2024
Q3 		$17.9M Buy
+765,175
New +$17.7M 9.42% 4

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

Arcadia Wealth Management (New Hampshire)'s GOVT Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares US Treasury Bond ETF (GOVT) stake by 30% in Q2 2026, buying an estimated $3.81M and bringing the position to 729,380 shares worth $16.6M. The position accounts for 5.22% of the portfolio, ranked #5.

Arcadia Wealth Management (New Hampshire) first reported a position in GOVT in Q3 2024 and has held it in 6 quarters since. The position peaked at $17.9M in Q3 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 729,380 shares of iShares US Treasury Bond ETF worth $16.6M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) bought 167,353 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3.81M.
  • iShares US Treasury Bond ETF made up 5.22% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #5 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s iShares US Treasury Bond ETF position peaked at $17.9M in Q3 2024.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.