Cherry Tree Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cherry Tree Wealth Management’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	$65.9K	Buy	2,893 +615	+27%	+$14K	0.01%	260
2026 Q1	$52.2K	Sell	2,278 -706	-24%	-$16.3K	0.01%	263
2025 Q4	$68.7K	Buy	2,984 +978	+49%	+$22.6K	0.01%	245
2025 Q3	$46.4K	Hold	2,006	–	–	0.01%	264
2025 Q2	$46.1K	Hold	2,006	–	–	0.01%	264
2025 Q1	$46.1K	Hold	2,006	–	–	0.01%	265
2024 Q4	$46.1K	Hold	2,006	–	–	0.01%	260
2024 Q3	$47K	Hold	2,006	–	–	0.01%	264
2024 Q2	$45.3K	Hold	2,006	–	–	0.01%	254
2024 Q1	$45.7K	Hold	2,006	–	–	0.01%	252
2023 Q4	$46.2K	Hold	2,006	–	–	0.01%	242
2023 Q3	$44.2K	Hold	2,006	–	–	0.01%	236
2023 Q2	$45.9K	Buy	+2,006	New	+$46.5K	0.01%	234

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 22.9% 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

Cherry Tree Wealth Management's GOVT Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 27% in Q2 2026, buying an estimated $14K and bringing the position to 2,893 shares worth $65.9K. The position accounts for 0.01% of the portfolio, ranked #260.

Cherry Tree Wealth Management first reported a position in GOVT in Q2 2023 and has held it in 13 quarters since. The position peaked at $68.7K in Q4 2025. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Cherry Tree Wealth Management held 2,893 shares of iShares US Treasury Bond ETF worth $65.9K as of Q2 2026.
Cherry Tree Wealth Management bought 615 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $14K.
iShares US Treasury Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #260 holding.
Cherry Tree Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's iShares US Treasury Bond ETF position peaked at $68.7K in Q4 2025.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.