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

BIP Wealth’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	$2.09M	Buy	91,687 +20,148	+28%	+$459K	0.06%	183
2026 Q1	$1.64M	Sell	71,539 -24,086	-25%	-$555K	0.07%	150
2025 Q4	$2.2M	Buy	95,625 +7,232	+8%	+$167K	0.08%	143
2025 Q3	$2.04M	Buy	88,393 +10,518	+14%	+$241K	0.1%	91
2025 Q2	$1.79M	Buy	77,875 +15,193	+24%	+$346K	0.11%	74
2025 Q1	$1.44M	Sell	62,682 -17,557	-22%	-$398K	0.09%	76
2024 Q4	$1.84M	Buy	80,239 +10,507	+15%	+$240K	0.12%	67
2024 Q3	$1.64M	Buy	69,732 +43,411	+165%	+$1.01M	0.11%	68
2024 Q2	$594K	Sell	26,321 -14,412	-35%	-$323K	0.05%	108
2024 Q1	$927K	Buy	40,733 +29,333	+257%	+$667K	0.07%	87
2023 Q4	$263K	Buy	+11,400	New	+$254K	0.02%	164

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

BIP Wealth's GOVT Position: Q2 2026 in Review

BIP Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 28% in Q2 2026, buying an estimated $459K and bringing the position to 91,687 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #183.

BIP Wealth first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q4 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

BIP Wealth held 91,687 shares of iShares US Treasury Bond ETF worth $2.09M as of Q2 2026.
BIP Wealth bought 20,148 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $459K.
iShares US Treasury Bond ETF made up 0.06% of BIP Wealth's portfolio in Q2 2026, its #183 holding.
BIP Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
BIP Wealth's iShares US Treasury Bond ETF position peaked at $2.2M in Q4 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.