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

Collaborative 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 		$348K Buy
15,256
+3,889
+34% +$88.6K 0.15% 107
2026
Q1 		$260K Buy
11,367
+607
+6% +$14K 0.12% 124
2025
Q4 		$248K Sell
10,760
-1,844
-15% -$42.7K 0.09% 195
2025
Q3 		$291K Buy
12,604
+557
+5% +$12.8K 0.12% 150
2025
Q2 		$277K Buy
12,047
+884
+8% +$20.1K 0.12% 142
2025
Q1 		$257K Buy
11,163
+1,449
+15% +$32.8K 0.12% 136
2024
Q4 		$223K Sell
9,714
-779
-7% -$17.8K 0.1% 159
2024
Q3 		$246K Buy
+10,493
New +$243K 0.11% 147

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

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

Collaborative Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 34% in Q2 2026, buying an estimated $88.6K and bringing the position to 15,256 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #107.

Collaborative Wealth Management first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Collaborative Wealth Management held 15,256 shares of iShares US Treasury Bond ETF worth $348K as of Q2 2026.
  • Collaborative Wealth Management bought 3,889 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $88.6K.
  • iShares US Treasury Bond ETF made up 0.15% of Collaborative Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Collaborative Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.