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Concord Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Concord Wealth Partners’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 		$91 Buy
+4
New +$91 ﹤0.01% 865
2026
Q1 		– Sell
-450
Closed -$10.4K – 430
2025
Q4 		$10.4K Hold
450
– – ﹤0.01% 531
2025
Q3 		$10.4K Hold
450
– – ﹤0.01% 535
2025
Q2 		$10.3K Sell
450
-785
-64% -$17.9K ﹤0.01% 536
2025
Q1 		$28.4K Hold
1,235
– – ﹤0.01% 393
2024
Q4 		$28.4K Hold
1,235
– – ﹤0.01% 412
2024
Q3 		$29K Hold
1,235
– – ﹤0.01% 415
2024
Q2 		$27.9K Sell
1,235
-628
-34% -$14.1K ﹤0.01% 382
2024
Q1 		$42.4K Sell
1,863
-1,844
-50% -$41.9K 0.01% 380
2023
Q4 		$85.4K Sell
3,707
-1,698
-31% -$37.8K 0.02% 290
2023
Q3 		$119K Sell
5,405
-172
-3% -$3.87K 0.03% 258
2023
Q2 		$128K Buy
5,577
+3,324
+148% +$77.1K 0.03% 245
2023
Q1 		$52.7K Sell
2,253
-3,324
-60% -$76.8K 0.01% 340
2022
Q4 		$127K Buy
+5,577
New +$127K 0.04% 215
2022
Q3 		– Sell
-7,470
Closed -$179K – 546
2022
Q2 		$179K Buy
7,470
+1,091
+17% +$26.3K 0.05% 169
2022
Q1 		$159K Buy
6,379
+2,887
+83% +$73.9K 0.04% 218
2021
Q4 		$93K Buy
3,492
+3,173
+995% +$84K 0.02% 320
2021
Q3 		$8K Sell
319
-146
-31% -$3.91K ﹤0.01% 499
2021
Q2 		$12K Sell
465
-724
-61% -$19.1K ﹤0.01% 592
2021
Q1 		$31K Sell
1,189
-31,799
-96% -$850K 0.01% 410
2020
Q4 		$899K Buy
+32,988
New +$910K 0.69% 18

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

Concord Wealth Partners's GOVT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 4 shares worth $91. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GOVT as recently as Q4 2025.

Concord Wealth Partners first reported a position in GOVT in Q4 2020 and has held it in 21 quarters since. The position peaked at $899K in Q4 2020. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Concord Wealth Partners held 4 shares of iShares US Treasury Bond ETF worth $91 as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #865 holding.
  • Concord Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares US Treasury Bond ETF position peaked at $899K in Q4 2020.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.