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

Cyndeo 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 		$4.79M Sell
210,310
-8,116
-4% -$185K 0.23% 108
2026
Q1 		$5M Buy
218,426
+128,353
+142% +$2.96M 0.26% 95
2025
Q4 		$2.07M Buy
90,073
+3,549
+4% +$82.2K 0.11% 166
2025
Q3 		$2M Sell
86,524
-864
-1% -$19.8K 0.11% 167
2025
Q2 		$2.01M Buy
87,388
+9,403
+12% +$214K 0.12% 160
2025
Q1 		$1.79M Buy
77,985
+9,636
+14% +$218K 0.12% 169
2024
Q4 		$1.57M Buy
68,349
+4,337
+7% +$99K 0.11% 180
2024
Q3 		$1.5M Buy
64,012
+5,053
+9% +$117K 0.1% 180
2024
Q2 		$1.33M Sell
58,959
-7
-0% -$157 0.1% 191
2024
Q1 		$1.34M Buy
58,966
+23,296
+65% +$530K 0.11% 181
2023
Q4 		$822K Buy
35,670
+11,562
+48% +$257K 0.08% 201
2023
Q3 		$531K Sell
24,108
-1,210
-5% -$27.2K 0.06% 220
2023
Q2 		$580K Sell
25,318
-13,705
-35% -$318K 0.06% 204
2023
Q1 		$912K Sell
39,023
-1
-0% -$23 0.1% 176
2022
Q4 		$887K Buy
+39,024
New +$887K 0.1% 179

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

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

Cyndeo Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 3.7% in Q2 2026, selling an estimated $185K and leaving 210,310 shares worth $4.79M. The position accounts for 0.23% of the portfolio, ranked #108.

Cyndeo Wealth Partners first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5M in Q1 2026. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cyndeo Wealth Partners held 210,310 shares of iShares US Treasury Bond ETF worth $4.79M as of Q2 2026.
  • Cyndeo Wealth Partners sold 8,116 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $185K.
  • iShares US Treasury Bond ETF made up 0.23% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Cyndeo Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's iShares US Treasury Bond ETF position peaked at $5M in Q1 2026.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.