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Beacon Bridge Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Beacon Bridge Wealth Partners’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 		$7.45M Buy
326,927
+193,409
+145% +$4.4M 2.12% 13
2026
Q1 		$3.06M Buy
133,518
+1,127
+0.9% +$26K 1.02% 30
2025
Q4 		$3.05M Buy
132,391
+7,551
+6% +$175K 1.01% 32
2025
Q3 		$2.89M Buy
124,840
+6,045
+5% +$139K 1.03% 33
2025
Q2 		$2.73M Sell
118,795
-27,885
-19% -$635K 1.08% 31
2025
Q1 		$3.37M Buy
146,680
+17,360
+13% +$393K 1.44% 20
2024
Q4 		$2.97M Sell
129,320
-120,036
-48% -$2.74M 1.26% 24
2024
Q3 		$5.85M Sell
249,356
-207
-0.1% -$4.79K 2.51% 12
2024
Q2 		$5.63M Sell
249,563
-97,733
-28% -$2.19M 2.58% 11
2024
Q1 		$7.91M Buy
347,296
+7,453
+2% +$169K 3.73% 7
2023
Q4 		$7.83M Buy
339,843
+45,734
+16% +$1.02M 3.91% 6
2023
Q3 		$6.48M Buy
294,109
+203,284
+224% +$4.58M 3.42% 10
2023
Q2 		$2.08M Buy
90,825
+34,662
+62% +$804K 1.06% 24
2023
Q1 		$1.31M Buy
56,163
+44,006
+362% +$1.02M 0.79% 26
2022
Q4 		$276K Buy
+12,157
New +$276K 0.2% 69

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

Beacon Bridge Wealth Partners's GOVT Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 145% in Q2 2026, buying an estimated $4.4M and bringing the position to 326,927 shares worth $7.45M. The position accounts for 2.12% of the portfolio, ranked #13.

Beacon Bridge Wealth Partners first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.91M in Q1 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Beacon Bridge Wealth Partners held 326,927 shares of iShares US Treasury Bond ETF worth $7.45M as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 193,409 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $4.4M.
  • iShares US Treasury Bond ETF made up 2.12% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Beacon Bridge Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Bridge Wealth Partners's iShares US Treasury Bond ETF position peaked at $7.91M in Q1 2024.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.