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

BAM 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 		$540K Buy
23,694
+14,493
+158% +$330K 0.34% 79
2026
Q1 		$211K Buy
+9,201
New +$212K 0.16% 149

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

BAM Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 158% in Q2 2026, buying an estimated $330K and bringing the position to 23,694 shares worth $540K. The position accounts for 0.34% of the portfolio, ranked #79.

BAM Wealth Management first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • BAM Wealth Management held 23,694 shares of iShares US Treasury Bond ETF worth $540K as of Q2 2026.
  • BAM Wealth Management bought 14,493 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $330K.
  • iShares US Treasury Bond ETF made up 0.34% of BAM Wealth Management's portfolio in Q2 2026, its #79 holding.
  • BAM Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.