BCWM
GOVT icon

Bartlett & Co Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bartlett & Co 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 		$8.13M Sell
356,861
-17,139
-5% -$390K 0.1% 117
2026
Q1 		$8.52M Sell
374,000
-55,576
-13% -$1.28M 0.11% 111
2025
Q4 		$9.89M Sell
429,576
-65,794
-13% -$1.52M 0.13% 108
2025
Q3 		$11.5M Sell
495,370
-304,813
-38% -$6.99M 0.15% 101
2025
Q2 		$18.4M Buy
800,183
+91,880
+13% +$2.09M 0.26% 75
2025
Q1 		$16.3M Buy
708,303
+52,808
+8% +$1.2M 0.24% 78
2024
Q4 		$15.1M Sell
655,495
-100,390
-13% -$2.29M 0.22% 80
2024
Q3 		$17.7M Buy
755,885
+123,031
+19% +$2.85M 0.25% 77
2024
Q2 		$14.3M Buy
632,854
+93,555
+17% +$2.1M 0.22% 81
2024
Q1 		$12.3M Buy
539,299
+177,405
+49% +$4.03M 0.19% 90
2023
Q4 		$8.35M Buy
361,894
+360,042
+19,441% +$8.01M 0.14% 108
2023
Q3 		$40.8K Hold
1,852
– – ﹤0.01% 695
2023
Q2 		$42.4K Hold
1,852
– – ﹤0.01% 700
2023
Q1 		$43.3K Sell
1,852
-4,529
-71% -$105K ﹤0.01% 592
2022
Q4 		$145K Buy
6,381
+4,529
+245% +$103K ﹤0.01% 421
2022
Q3 		$42.2K Sell
1,852
-200
-10% -$4.74K ﹤0.01% 589
2022
Q2 		$49K Hold
2,052
– – ﹤0.01% 573
2022
Q1 		$51.1K Buy
+2,052
New +$52.6K ﹤0.01% 582
2021
Q4 		– Sell
-1,902
Closed -$50.5K – 583
2021
Q3 		$50.5K Hold
1,902
– – ﹤0.01% 509
2021
Q2 		$50.6K Sell
1,902
-278
-13% -$7.34K ﹤0.01% 507
2021
Q1 		$57.1K Buy
2,180
+1,746
+402% +$46.7K ﹤0.01% 510
2020
Q4 		$11.8K Buy
434
+156
+56% +$4.3K ﹤0.01% 717
2020
Q3 		$7.77K Hold
278
– – ﹤0.01% 700
2020
Q2 		$7.78K Hold
278
– – ﹤0.01% 701
2020
Q1 		$7.79K Buy
+278
New +$7.46K ﹤0.01% 687

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

Bartlett & Co Wealth Management's GOVT Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.6% in Q2 2026, selling an estimated $390K and leaving 356,861 shares worth $8.13M. The position accounts for 0.1% of the portfolio, ranked #117.

Bartlett & Co Wealth Management first reported a position in GOVT in Q1 2020 and has held it in 25 quarters since. The position peaked at $18.4M in Q2 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Bartlett & Co Wealth Management held 356,861 shares of iShares US Treasury Bond ETF worth $8.13M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 17,139 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $390K.
  • iShares US Treasury Bond ETF made up 0.1% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's iShares US Treasury Bond ETF position peaked at $18.4M in Q2 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.