Bestgate Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bestgate Wealth Advisors’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	$991K	Sell	43,482 -494	-1%	-$11.3K	1.58%	16
2026 Q1	$1.01M	Sell	43,976 -11,786	-21%	-$272K	1.82%	15
2025 Q4	$1.28M	Buy	55,762 +1,318	+2%	+$30.5K	2.26%	12
2025 Q3	$1.26M	Buy	54,444 +1,752	+3%	+$40.2K	2.22%	12
2025 Q2	$1.21M	Hold	52,692	–	–	2.51%	10
2025 Q1	$1.21M	Buy	52,692 +2,494	+5%	+$56.5K	2.51%	10
2024 Q4	$1.15M	Buy	+50,198	New	+$1.15M	2.31%	8

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Bestgate Wealth Advisors's GOVT Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q2 2026, selling an estimated $11.3K and leaving 43,482 shares worth $991K. The position accounts for 1.58% of the portfolio, ranked #16.

Bestgate Wealth Advisors first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Bestgate Wealth Advisors held 43,482 shares of iShares US Treasury Bond ETF worth $991K as of Q2 2026.
Bestgate Wealth Advisors sold 494 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $11.3K.
iShares US Treasury Bond ETF made up 1.58% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Bestgate Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bestgate Wealth Advisors's iShares US Treasury Bond ETF position peaked at $1.28M in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.