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

BCGM 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 		$7.18M Buy
315,310
+45,583
+17% +$1.04M 1.52% 13
2026
Q1 		$6.18M Buy
269,727
+254,145
+1,631% +$5.86M 1.55% 16
2025
Q4 		$359K Buy
15,582
+5
+0% +$116 0.09% 130
2025
Q3 		$360K Buy
15,577
+4
+0% +$92 0.09% 132
2025
Q2 		$358K Sell
15,573
-89
-0.6% -$2.03K 0.1% 121
2025
Q1 		$360K Sell
15,662
-97
-0.6% -$2.2K 0.11% 118
2024
Q4 		$362K Buy
15,759
+4
+0% +$91 0.11% 113
2024
Q3 		$369K Sell
15,755
-1,804
-10% -$41.8K 0.12% 113
2024
Q2 		$396K Buy
17,559
+58
+0.3% +$1.3K 0.14% 108
2024
Q1 		$398K Sell
17,501
-84
-0.5% -$1.91K 0.14% 100
2023
Q4 		$405K Sell
17,585
-3,441
-16% -$76.6K 0.17% 90
2023
Q3 		$463K Sell
21,026
-196,575
-90% -$4.43M 0.21% 72
2023
Q2 		$4.98M Buy
217,601
+20,507
+10% +$476K 2.19% 11
2023
Q1 		$4.61M Sell
197,094
-16,718
-8% -$386K 2.32% 11
2022
Q4 		$4.86M Buy
213,812
+838
+0.4% +$19K 2.36% 12
2022
Q3 		$4.76M Buy
212,974
+198,712
+1,393% +$4.71M 2.38% 12
2022
Q2 		$346K Sell
14,262
-7,976
-36% -$192K 0.18% 78
2022
Q1 		$537K Sell
22,238
-2,693
-11% -$69K 0.29% 61
2021
Q4 		$665K Sell
24,931
-5,694
-19% -$151K 0.36% 58
2021
Q3 		$811K Sell
30,625
-2,688
-8% -$72K 0.45% 55
2021
Q2 		$896K Sell
33,313
-2,615
-7% -$69K 0.53% 43
2021
Q1 		$949K Sell
35,928
-187,786
-84% -$5.02M 0.65% 34
2020
Q4 		$6.01M Buy
+223,714
New +$6.17M 4.26% 7

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

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

BCGM Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 17% in Q2 2026, buying an estimated $1.04M and bringing the position to 315,310 shares worth $7.18M. The position accounts for 1.52% of the portfolio, ranked #13.

BCGM Wealth Management first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • BCGM Wealth Management held 315,310 shares of iShares US Treasury Bond ETF worth $7.18M as of Q2 2026.
  • BCGM Wealth Management bought 45,583 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.04M.
  • iShares US Treasury Bond ETF made up 1.52% of BCGM Wealth Management's portfolio in Q2 2026, its #13 holding.
  • BCGM Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.