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

Axxcess 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	$455K	Buy	+19,978	New	+$455K	0.01%	744
2026 Q1	–	Sell	-10,137	Closed	-$233K	–	639
2025 Q4	$233K	Buy	+10,137	New	+$235K	﹤0.01%	937
2025 Q1	–	Sell	-11,866	Closed	-$273K	–	884
2024 Q4	$273K	Buy	11,866 +258	+2%	+$5.89K	0.01%	698
2024 Q3	$272K	Sell	11,608 -3,405	-23%	-$78.8K	0.01%	722
2024 Q2	$339K	Sell	15,013 -18,059	-55%	-$405K	0.01%	619
2024 Q1	$753K	Sell	33,072 -1,398	-4%	-$31.8K	0.02%	440
2023 Q4	$794K	Buy	34,470 +7,934	+30%	+$177K	0.02%	405
2023 Q3	$585K	Buy	+26,536	New	+$597K	0.02%	436
2022 Q2	–	Sell	-11,737	Closed	-$292K	–	589
2022 Q1	$292K	Sell	11,737 -20,271	-63%	-$519K	0.02%	480
2021 Q4	$854K	Buy	+32,008	New	+$847K	0.06%	244

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Axxcess Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 19,978 shares worth $455K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in GOVT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in GOVT in Q4 2021 and has held it in 10 quarters since. The position peaked at $854K in Q4 2021. 575 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Axxcess Wealth Management held 19,978 shares of iShares US Treasury Bond ETF worth $455K as of Q2 2026.
iShares US Treasury Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares US Treasury Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #744 holding.
Axxcess Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
Axxcess Wealth Management's iShares US Treasury Bond ETF position peaked at $854K in Q4 2021.
575 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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