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

Avid 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	$561K	Buy	+24,621	New	+$561K	0.27%	40

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Avid Wealth Partners opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 24,621 shares worth $561K. The stake represents 0.27% of the portfolio and ranks #40 among its holdings.

541 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Avid Wealth Partners held 24,621 shares of iShares US Treasury Bond ETF worth $561K as of Q2 2026.
iShares US Treasury Bond ETF was a new Avid Wealth Partners position in Q2 2026.
iShares US Treasury Bond ETF made up 0.27% of Avid Wealth Partners's portfolio in Q2 2026, its #40 holding.
541 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.