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

Baker Tilly 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 Q3	$359K	Buy	16,424 +3,449	+27%	+$77.3K	0.07%	201
2026 Q2	$296K	Sell	12,975 -620	-5%	-$14.1K	0.06%	221
2026 Q1	$311K	Sell	13,595 -3,992	-23%	-$92K	0.08%	205
2025 Q4	$405K	Sell	17,587 -1,026	-6%	-$23.8K	0.1%	180
2025 Q3	$430K	Sell	18,613 -10,291	-36%	-$236K	0.1%	168
2025 Q2	$664K	Sell	28,904 -8,330	-22%	-$190K	0.24%	97
2025 Q1	$856K	Sell	37,234 -1,611	-4%	-$36.5K	0.34%	74
2024 Q4	$893K	Buy	38,845 +420	+1%	+$9.58K	0.35%	64
2024 Q3	$901K	Sell	38,425 -384	-1%	-$8.89K	0.4%	60
2024 Q2	$876K	Sell	38,809 -1,908	-5%	-$42.8K	0.36%	64
2024 Q1	$927K	Sell	40,717 -46,893	-54%	-$1.07M	0.17%	133
2023 Q4	$2.02M	Buy	87,610 +25,902	+42%	+$577K	0.33%	67
2023 Q3	$1.36M	Sell	61,708 -15,523	-20%	-$349K	0.22%	95
2023 Q2	$1.77M	Sell	77,231 -19,774	-20%	-$459K	0.19%	120
2023 Q1	$2.27M	Sell	97,005 -8,866	-8%	-$205K	0.26%	88
2022 Q4	$2.41M	Sell	105,871 -21,052	-17%	-$478K	0.3%	79
2022 Q3	$2.89M	Sell	126,923 -28,341	-18%	-$671K	0.39%	57
2022 Q2	$3.71M	Sell	155,264 -77,799	-33%	-$1.87M	0.49%	48
2022 Q1	$5.81M	Buy	233,063 +96,082	+70%	+$2.46M	0.64%	30
2021 Q4	$3.65M	Buy	136,981 +66,450	+94%	+$1.76M	0.39%	49
2021 Q3	$1.87M	Sell	70,531 -13,509	-16%	-$362K	0.25%	78
2021 Q2	$2.23M	Buy	84,040 +25,663	+44%	+$677K	0.36%	57
2021 Q1	$1.53M	Sell	58,377 -14,897	-20%	-$398K	0.31%	79
2020 Q4	$2M	Buy	+73,274	New	+$2.02M	0.62%	41

Other funds holding GOVT

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Baker Tilly Wealth Management's GOVT Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 27% in Q3 2026, buying an estimated $77.3K and bringing the position to 16,424 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #201.

Baker Tilly Wealth Management first reported a position in GOVT in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.81M in Q1 2022. 38 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Baker Tilly Wealth Management held 16,424 shares of iShares US Treasury Bond ETF worth $359K as of Q3 2026.
Baker Tilly Wealth Management bought 3,449 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $77.3K.
iShares US Treasury Bond ETF made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #201 holding.
Baker Tilly Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 24 quarters since.
Baker Tilly Wealth Management's iShares US Treasury Bond ETF position peaked at $5.81M in Q1 2022.
38 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.