Braun-Bostich & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Braun-Bostich & Associates’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	$606K	Buy	+26,605	New	+$606K	0.34%	57
2020 Q4	–	Sell	-1,671	Closed	-$47K	–	124
2020 Q3	$47K	Hold	1,671	–	–	0.05%	157
2020 Q2	$47K	Hold	1,671	–	–	0.05%	134
2020 Q1	$47K	Sell	1,671 -979	-37%	-$26.3K	0.06%	135
2019 Q4	$69K	Buy	+2,650	New	+$69.2K	0.07%	136
2019 Q3	–	Sell	-979	Closed	-$25K	–	171
2019 Q2	$25K	Sell	979 -3,272	-77%	-$82.8K	0.03%	227
2019 Q1	$107K	Sell	4,251 -27,464	-87%	-$683K	0.11%	154
2018 Q4	$782K	Sell	31,715 -285	-0.9%	-$6.93K	0.83%	28
2018 Q3	$779K	Buy	32,000 +19,327	+153%	+$474K	0.75%	37
2018 Q2	$312K	Buy	12,673 +10,316	+438%	+$253K	0.31%	87
2018 Q1	$58K	Buy	+2,357	New	+$58.2K	0.05%	162

Other funds holding GOVT

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Braun-Bostich & Associates's GOVT Position: Q2 2026 in Review

Braun-Bostich & Associates opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 26,605 shares worth $606K. The stake represents 0.34% of the portfolio and ranks #57 among its holdings. This is a return to the name: Braun-Bostich & Associates previously reported a position in GOVT as recently as Q3 2020.

Braun-Bostich & Associates first reported a position in GOVT in Q1 2018 and has held it in 11 quarters since. The position peaked at $782K in Q4 2018. 443 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Braun-Bostich & Associates held 26,605 shares of iShares US Treasury Bond ETF worth $606K as of Q2 2026.
iShares US Treasury Bond ETF was a new Braun-Bostich & Associates position in Q2 2026.
iShares US Treasury Bond ETF made up 0.34% of Braun-Bostich & Associates's portfolio in Q2 2026, its #57 holding.
Braun-Bostich & Associates first reported a position in iShares US Treasury Bond ETF in Q1 2018 and has held it in 11 quarters since.
Braun-Bostich & Associates's iShares US Treasury Bond ETF position peaked at $782K in Q4 2018.
443 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.