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

Cherrydale 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	$791K	Sell	34,722 -1,288	-4%	-$29.3K	0.21%	37
2026 Q1	$825K	Sell	36,010 -1,044	-3%	-$24.1K	0.25%	32
2025 Q4	$853K	Sell	37,054 -433	-1%	-$10K	0.26%	34
2025 Q3	$867K	Sell	37,487 -1,225	-3%	-$28.1K	0.27%	34
2025 Q2	$890K	Sell	38,712 -1,830	-5%	-$41.7K	0.31%	31
2025 Q1	$932K	Buy	40,542 +4,250	+12%	+$96.3K	0.37%	25
2024 Q4	$834K	Buy	36,292 +4,216	+13%	+$96.2K	0.32%	28
2024 Q3	$752K	Buy	32,076 +1,457	+5%	+$33.7K	0.31%	27
2024 Q2	$691K	Sell	30,619 -14,304	-32%	-$321K	0.3%	29
2024 Q1	$1.02M	Buy	+44,923	New	+$1.02M	0.48%	26

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

Cherrydale Wealth Management's GOVT Position: Q2 2026 in Review

Cherrydale Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 3.6% in Q2 2026, selling an estimated $29.3K and leaving 34,722 shares worth $791K. The position accounts for 0.21% of the portfolio, ranked #37.

Cherrydale Wealth Management first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Cherrydale Wealth Management held 34,722 shares of iShares US Treasury Bond ETF worth $791K as of Q2 2026.
Cherrydale Wealth Management sold 1,288 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $29.3K.
iShares US Treasury Bond ETF made up 0.21% of Cherrydale Wealth Management's portfolio in Q2 2026, its #37 holding.
Cherrydale Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Cherrydale Wealth Management's iShares US Treasury Bond ETF position peaked at $1.02M in Q1 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.