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

Axis 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	$243K	Buy	10,680 +35	+0.3%	+$797	0.12%	158
2026 Q1	$244K	Buy	10,645 +15	+0.1%	+$346	0.13%	154
2025 Q4	$245K	Sell	10,630 -541	-5%	-$12.5K	0.14%	148
2025 Q3	$258K	Buy	11,171 +586	+6%	+$13.4K	0.15%	141
2025 Q2	$243K	Sell	10,585 -2,537	-19%	-$57.8K	0.16%	132
2025 Q1	$302K	Sell	13,122 -282	-2%	-$6.39K	0.22%	109
2024 Q4	$308K	Buy	+13,404	New	+$306K	0.26%	101

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

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

Axis Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 0.33% in Q2 2026, buying an estimated $797 and bringing the position to 10,680 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #158.

Axis Wealth Partners first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q4 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Axis Wealth Partners held 10,680 shares of iShares US Treasury Bond ETF worth $243K as of Q2 2026.
Axis Wealth Partners bought 35 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $797.
iShares US Treasury Bond ETF made up 0.12% of Axis Wealth Partners's portfolio in Q2 2026, its #158 holding.
Axis Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares US Treasury Bond ETF position peaked at $308K in Q4 2024.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.