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

Bogart Wealth LLC’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 		$99.2K Hold
4,355
– – ﹤0.01% 382
2026
Q1 		$99.8K Hold
4,355
– – ﹤0.01% 361
2025
Q4 		$100K Hold
4,355
– – ﹤0.01% 340
2025
Q3 		$101K Sell
4,355
-442
-9% -$10.1K ﹤0.01% 329
2025
Q2 		$110K Buy
4,797
+4
+0.1% +$91 ﹤0.01% 322
2025
Q1 		$110K Buy
4,793
+3
+0.1% +$68 0.01% 296
2024
Q4 		$110K Buy
4,790
+2
+0% +$46 0.01% 302
2024
Q3 		$112K Buy
4,788
+142
+3% +$3.29K 0.01% 295
2024
Q2 		$105K Sell
4,646
-65
-1% -$1.46K 0.01% 293
2024
Q1 		$107K Buy
4,711
+356
+8% +$8.09K 0.01% 273
2023
Q4 		$100K Sell
4,355
-481
-10% -$10.7K 0.01% 271
2023
Q3 		$107K Sell
4,836
-1,649
-25% -$37.1K 0.01% 244
2023
Q2 		$149K Buy
6,485
+277
+4% +$6.42K 0.01% 211
2023
Q1 		$145K Buy
6,208
+4,019
+184% +$92.8K 0.01% 199
2022
Q4 		$49.7K Sell
2,189
-1,679
-43% -$38.2K ﹤0.01% 300
2022
Q3 		$88K Hold
3,868
– – 0.01% 240
2022
Q2 		$92K Hold
3,868
– – 0.01% 219
2022
Q1 		$96K Sell
3,868
-1,020
-21% -$26.1K 0.01% 216
2021
Q4 		$130K Buy
4,888
+3,780
+341% +$100K 0.01% 176
2021
Q3 		$29K Hold
1,108
– – ﹤0.01% 307
2021
Q2 		$29K Hold
1,108
– – ﹤0.01% 297
2021
Q1 		$29K Buy
+1,108
New +$29.6K ﹤0.01% 281

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

Bogart Wealth LLC's GOVT Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 4,355 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Bogart Wealth LLC first reported a position in GOVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $149K in Q2 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Bogart Wealth LLC held 4,355 shares of iShares US Treasury Bond ETF worth $99.2K as of Q2 2026.
  • Bogart Wealth LLC left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #382 holding.
  • Bogart Wealth LLC first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's iShares US Treasury Bond ETF position peaked at $149K in Q2 2023.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.