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

Destiny 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 		$447K Sell
19,910
-394
-2% -$8.97K 0.06% 106
2026
Q1 		$465K Sell
20,304
-229
-1% -$5.28K 0.05% 146
2025
Q4 		$474K Sell
20,533
-2,922
-12% -$67.6K 0.05% 130
2025
Q3 		$542K Hold
23,455
– – 0.07% 119
2025
Q2 		$539K Hold
23,455
– – 0.07% 116
2025
Q1 		$539K Hold
23,455
– – 0.09% 106
2024
Q4 		$539K Sell
23,455
-575
-2% -$13.1K 0.09% 108
2024
Q3 		$564K Hold
24,030
– – 0.1% 98
2024
Q2 		$542K Sell
24,030
-465
-2% -$10.4K 0.1% 96
2024
Q1 		$558K Hold
24,495
– – 0.1% 92
2023
Q4 		$561K Sell
24,495
-1,112
-4% -$24.8K 0.11% 90
2023
Q3 		$564K Hold
25,607
– – 0.11% 90
2023
Q2 		$586K Hold
25,607
– – 0.11% 90
2023
Q1 		$599K Buy
25,607
+5,949
+30% +$137K 0.12% 88
2022
Q4 		$447K Buy
19,658
+6,763
+52% +$154K 0.1% 103
2022
Q3 		$293K Hold
12,895
– – 0.07% 137
2022
Q2 		$308K Hold
12,895
– – 0.07% 118
2022
Q1 		$321K Sell
12,895
-375
-3% -$9.6K 0.06% 123
2021
Q4 		$354K Sell
13,270
-8,473
-39% -$224K 0.07% 128
2021
Q3 		$577K Sell
21,743
-135
-0.6% -$3.62K 0.12% 101
2021
Q2 		$582K Buy
21,878
+135
+0.6% +$3.56K 0.11% 115
2021
Q1 		$569K Sell
21,743
-66,902
-75% -$1.79M 0.12% 98
2020
Q4 		$2.42M Buy
+88,645
New +$2.45M 0.5% 52

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

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

Destiny Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.9% in Q2 2026, selling an estimated $8.97K and leaving 19,910 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #106.

Destiny Wealth Partners first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.42M in Q4 2020. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Destiny Wealth Partners held 19,910 shares of iShares US Treasury Bond ETF worth $447K as of Q2 2026.
  • Destiny Wealth Partners sold 394 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $8.97K.
  • iShares US Treasury Bond ETF made up 0.06% of Destiny Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • Destiny Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's iShares US Treasury Bond ETF position peaked at $2.42M in Q4 2020.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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