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

Buck Wealth Strategies’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	$140K	Buy	+6,160	New	+$140K	0.01%	230
2026 Q1	–	Sell	-12,766	Closed	-$294K	–	175
2025 Q4	$294K	Sell	12,766 -1,156	-8%	-$26.8K	0.04%	134
2025 Q3	$322K	Buy	+13,922	New	+$319K	0.04%	143
2023 Q4	–	Sell	-14	Closed	-$299	–	167
2023 Q3	$299	Buy	+14	New	+$315	﹤0.01%	353

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

Buck Wealth Strategies's GOVT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 6,160 shares worth $140K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in GOVT as recently as Q4 2025.

Buck Wealth Strategies first reported a position in GOVT in Q3 2023 and has held it in 4 quarters since. The position peaked at $322K in Q3 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Buck Wealth Strategies held 6,160 shares of iShares US Treasury Bond ETF worth $140K as of Q2 2026.
iShares US Treasury Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares US Treasury Bond ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #230 holding.
Buck Wealth Strategies first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 4 quarters since.
Buck Wealth Strategies's iShares US Treasury Bond ETF position peaked at $322K in Q3 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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