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Ballast Rock Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Ballast Rock Private Wealth’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 		$284K Sell
12,456
-1,086
-8% -$24.7K 0.13% 159
2026
Q1 		$310K Buy
13,542
+15
+0.1% +$346 0.17% 137
2025
Q4 		$311K Buy
+13,527
New +$313K 0.19% 133

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

Ballast Rock Private Wealth's GOVT Position: Q2 2026 in Review

Ballast Rock Private Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 8% in Q2 2026, selling an estimated $24.7K and leaving 12,456 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #159.

Ballast Rock Private Wealth first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $311K in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Ballast Rock Private Wealth held 12,456 shares of iShares US Treasury Bond ETF worth $284K as of Q2 2026.
  • Ballast Rock Private Wealth sold 1,086 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $24.7K.
  • iShares US Treasury Bond ETF made up 0.13% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #159 holding.
  • Ballast Rock Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ballast Rock Private Wealth's iShares US Treasury Bond ETF position peaked at $311K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.