Corient Private Wealth
GOVT icon

Corient Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Corient Private Wealth’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 		$1.01M Sell
44,471
-2,706
-6% -$61.6K ﹤0.01% 1806
2026
Q1 		$1.06M Sell
47,177
-143,482
-75% -$3.31M ﹤0.01% 1636
2025
Q4 		$4M Buy
190,659
+157,843
+481% +$3.65M ﹤0.01% 1165
2025
Q3 		$759K Buy
32,816
+6,843
+26% +$157K ﹤0.01% 1563
2025
Q2 		$597K Sell
25,973
-10,637
-29% -$242K ﹤0.01% 1607
2025
Q1 		$842K Buy
36,610
+1,402
+4% +$31.8K ﹤0.01% 1351
2024
Q4 		$809K Buy
35,208
+5,973
+20% +$136K ﹤0.01% 1398
2024
Q3 		$686K Sell
29,235
-3,756
-11% -$87K ﹤0.01% 1582
2024
Q2 		$745K Buy
32,991
+5,280
+19% +$118K ﹤0.01% 1454
2024
Q1 		$631K Sell
27,711
-1,433
-5% -$32.6K ﹤0.01% 1508
2023
Q4 		$671K Buy
29,144
+2,406
+9% +$53.6K ﹤0.01% 1459
2023
Q3 		$589K Buy
26,738
+3,621
+16% +$81.5K ﹤0.01% 1401
2023
Q2 		$529K Buy
+23,117
New +$536K ﹤0.01% 1428
2023
Q1 		– Sell
-16,608
Closed -$377K – 2027
2022
Q4 		$377K Buy
+16,608
New +$377K ﹤0.01% 1247

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

Corient Private Wealth's GOVT Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 5.7% in Q2 2026, selling an estimated $61.6K and leaving 44,471 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Corient Private Wealth first reported a position in GOVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Corient Private Wealth held 44,471 shares of iShares US Treasury Bond ETF worth $1.01M as of Q2 2026.
  • Corient Private Wealth sold 2,706 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $61.6K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1806 holding.
  • Corient Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares US Treasury Bond ETF position peaked at $4M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.