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

Darden Wealth Group’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	$588K	Sell	25,804 -29	-0.1%	-$660	0.23%	85
2026 Q1	$592K	Sell	25,833 -70	-0.3%	-$1.61K	0.3%	73
2025 Q4	$596K	Sell	25,903 -10	-0%	-$232	0.29%	71
2025 Q3	$599K	Sell	25,913 -16	-0.1%	-$367	0.31%	70
2025 Q2	$596K	Hold	25,929	–	–	0.36%	63
2025 Q1	$596K	Hold	25,929	–	–	0.46%	51
2024 Q4	$596K	Hold	25,929	–	–	0.4%	55
2024 Q3	$608K	Hold	25,929	–	–	0.44%	54
2024 Q2	$585K	Sell	25,929 -4,599	-15%	-$103K	0.35%	51
2024 Q1	$695K	Hold	30,528	–	–	0.54%	52
2023 Q4	$703K	Buy	+30,528	New	+$680K	0.68%	43

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

Darden Wealth Group's GOVT Position: Q2 2026 in Review

Darden Wealth Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.11% in Q2 2026, selling an estimated $660 and leaving 25,804 shares worth $588K. The position accounts for 0.23% of the portfolio, ranked #85.

Darden Wealth Group first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $703K in Q4 2023. 958 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Darden Wealth Group held 25,804 shares of iShares US Treasury Bond ETF worth $588K as of Q2 2026.
Darden Wealth Group sold 29 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $660.
iShares US Treasury Bond ETF made up 0.23% of Darden Wealth Group's portfolio in Q2 2026, its #85 holding.
Darden Wealth Group first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's iShares US Treasury Bond ETF position peaked at $703K in Q4 2023.
958 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.