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

Beaird Harris 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 		$98.4K Buy
+4,320
New +$98.4K 0.01% 208
2026
Q1 		– Sell
-2,726
Closed -$62.8K – 706
2025
Q4 		$62.8K Hold
2,726
– – ﹤0.01% 234
2025
Q3 		$63K Buy
2,726
+1
+0% +$23 ﹤0.01% 222
2025
Q2 		$62.6K Hold
2,725
– – ﹤0.01% 226
2025
Q1 		$62.5K Hold
2,725
– – 0.01% 205
2024
Q4 		$63.7K Hold
2,725
– – 0.01% 206
2024
Q3 		$63.7K Sell
2,725
-121
-4% -$2.8K 0.01% 213
2024
Q2 		$64.2K Buy
2,846
+121
+4% +$2.71K 0.01% 198
2024
Q1 		$62K Hold
2,725
– – 0.01% 187
2023
Q4 		$62.8K Hold
2,725
– – 0.01% 173
2023
Q3 		$60.1K Sell
2,725
-1
-0% -$23 0.01% 162
2023
Q2 		$62.4K Sell
2,726
-110
-4% -$2.55K 0.01% 160
2023
Q1 		$66.3K Hold
2,836
– – 0.01% 154
2022
Q4 		$64.4K Buy
2,836
+1
+0% +$23 0.01% 164
2022
Q3 		$65K Buy
+2,835
New +$67.2K 0.01% 143

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Beaird Harris Wealth Management's GOVT Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 4,320 shares worth $98.4K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in GOVT as recently as Q4 2025.

Beaird Harris Wealth Management first reported a position in GOVT in Q3 2022 and has held it in 15 quarters since. 166 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Beaird Harris Wealth Management held 4,320 shares of iShares US Treasury Bond ETF worth $98.4K as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Beaird Harris Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.