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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Baker Tilly Wealth Management's GOVT Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.6% in Q2 2026, selling an estimated $14.1K and leaving 12,975 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #221.

Baker Tilly Wealth Management first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.81M in Q1 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Baker Tilly Wealth Management held 12,975 shares of iShares US Treasury Bond ETF worth $296K as of Q2 2026.
  • Baker Tilly Wealth Management sold 620 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $14.1K.
  • iShares US Treasury Bond ETF made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Baker Tilly Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's iShares US Treasury Bond ETF position peaked at $5.81M in Q1 2022.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.