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

Dakota 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	$3.98M	Buy	174,530 +32,122	+23%	+$732K	0.08%	212
2026 Q1	$3.26M	Buy	142,408 +88,378	+164%	+$2.04M	0.07%	217
2025 Q4	$1.24M	Buy	+54,030	New	+$1.25M	0.02%	360
2024 Q1	–	Sell	-9,227	Closed	-$213K	–	746
2023 Q4	$213K	Buy	+9,227	New	+$205K	0.01%	599

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

Dakota Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 23% in Q2 2026, buying an estimated $732K and bringing the position to 174,530 shares worth $3.98M. The position accounts for 0.08% of the portfolio, ranked #212.

Dakota Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Dakota Wealth Management held 174,530 shares of iShares US Treasury Bond ETF worth $3.98M as of Q2 2026.
Dakota Wealth Management bought 32,122 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $732K.
iShares US Treasury Bond ETF made up 0.08% of Dakota Wealth Management's portfolio in Q2 2026, its #212 holding.
Dakota Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.