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

CreativeOne 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 		$36.6M Buy
1,607,356
+217,542
+16% +$4.95M 0.79% 24
2026
Q1 		$31.8M Buy
1,389,814
+1,187,785
+588% +$27.4M 0.74% 26
2025
Q4 		$4.65M Buy
202,029
+4,309
+2% +$99.8K 0.11% 167
2025
Q3 		$4.57M Buy
197,720
+7,622
+4% +$175K 0.11% 167
2025
Q2 		$4.37M Buy
190,098
+8,563
+5% +$195K 0.11% 166
2025
Q1 		$4.17M Sell
181,535
-233
-0.1% -$5.28K 0.12% 163
2024
Q4 		$4.18M Buy
181,768
+5,615
+3% +$128K 0.13% 148
2024
Q3 		$4.13M Buy
176,153
+94,076
+115% +$2.18M 0.14% 136
2024
Q2 		$1.85M Sell
82,077
-112,710
-58% -$2.53M 0.09% 202
2024
Q1 		$4.44M Buy
194,787
+81,447
+72% +$1.85M 0.18% 117
2023
Q4 		$2.61M Sell
113,340
-82,320
-42% -$1.83M 0.17% 118
2023
Q3 		$4.31M Sell
195,660
-1,172,602
-86% -$26.4M 0.31% 74
2023
Q2 		$31.3M Buy
1,368,262
+25,312
+2% +$587K 1.46% 13
2023
Q1 		$31.4M Buy
1,342,950
+95,972
+8% +$2.22M 1.55% 12
2022
Q4 		$28.3M Sell
1,246,978
-1,299,833
-51% -$29.5M 1.56% 12
2022
Q3 		$58M Buy
2,546,811
+514,435
+25% +$12.2M 3.48% 3
2022
Q2 		$48.6M Buy
2,032,376
+120,235
+6% +$2.89M 2.63% 5
2022
Q1 		$47.6M Buy
1,912,141
+410,061
+27% +$10.5M 2.47% 7
2021
Q4 		$40.1M Buy
1,502,080
+481,772
+47% +$12.8M 1.98% 8
2021
Q3 		$27.1M Sell
1,020,308
-111,773
-10% -$2.99M 1.59% 10
2021
Q2 		$30.1M Buy
1,132,081
+1,026,394
+971% +$27.1M 1.86% 9
2021
Q1 		$2.77M Buy
+105,687
New +$2.82M 0.21% 86

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

CreativeOne Wealth's GOVT Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 16% in Q2 2026, buying an estimated $4.95M and bringing the position to 1,607,356 shares worth $36.6M. The position accounts for 0.79% of the portfolio, ranked #24.

CreativeOne Wealth first reported a position in GOVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $58M in Q3 2022. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • CreativeOne Wealth held 1,607,356 shares of iShares US Treasury Bond ETF worth $36.6M as of Q2 2026.
  • CreativeOne Wealth bought 217,542 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $4.95M.
  • iShares US Treasury Bond ETF made up 0.79% of CreativeOne Wealth's portfolio in Q2 2026, its #24 holding.
  • CreativeOne Wealth first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • CreativeOne Wealth's iShares US Treasury Bond ETF position peaked at $58M in Q3 2022.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.