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

Ascent 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	$1.83M	Buy	80,528 +1,915	+2%	+$43.6K	0.18%	100
2026 Q1	$1.8M	Buy	78,613 +10,242	+15%	+$236K	0.21%	98
2025 Q4	$1.57M	Buy	68,371 +1,631	+2%	+$37.8K	0.18%	104
2025 Q3	$1.54M	Buy	66,740 +2,466	+4%	+$56.5K	0.18%	104
2025 Q2	$1.48M	Buy	64,274 +305	+0.5%	+$6.95K	0.18%	106
2025 Q1	$1.47M	Buy	63,969 +6	+0%	+$136	0.2%	102
2024 Q4	$1.47M	Buy	63,963 +4,768	+8%	+$109K	0.2%	95
2024 Q3	$1.39M	Sell	59,195 -2,507	-4%	-$58K	0.19%	95
2024 Q2	$1.39M	Sell	61,702 -804	-1%	-$18K	0.2%	95
2024 Q1	$1.42M	Buy	62,506 +48,903	+360%	+$1.11M	0.21%	91
2023 Q4	$313K	Sell	13,603 -139	-1%	-$3.09K	0.05%	144
2023 Q3	$303K	Sell	13,742 -261	-2%	-$5.88K	0.06%	141
2023 Q2	$321K	Buy	14,003 +510	+4%	+$11.8K	0.06%	138
2023 Q1	$315K	Sell	13,493 -277	-2%	-$6.4K	0.06%	133
2022 Q4	$313K	Sell	13,770 -209	-1%	-$4.75K	0.07%	130
2022 Q3	$318K	Buy	+13,979	New	+$331K	0.08%	119

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

Ascent Wealth Partners's GOVT Position: Q2 2026 in Review

Ascent Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 2.4% in Q2 2026, buying an estimated $43.6K and bringing the position to 80,528 shares worth $1.83M. The position accounts for 0.18% of the portfolio, ranked #100.

Ascent Wealth Partners first reported a position in GOVT in Q3 2022 and has held it in 16 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Ascent Wealth Partners held 80,528 shares of iShares US Treasury Bond ETF worth $1.83M as of Q2 2026.
Ascent Wealth Partners bought 1,915 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $43.6K.
iShares US Treasury Bond ETF made up 0.18% of Ascent Wealth Partners's portfolio in Q2 2026, its #100 holding.
Ascent Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.