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

Diversify 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	$11.1M	Buy	493,694 +84,801	+21%	+$1.93M	0.19%	115
2026 Q1	$9.32M	Sell	408,893 -130,983	-24%	-$3.02M	0.17%	135
2025 Q4	$12.4M	Buy	539,876 +147,097	+37%	+$3.41M	0.58%	33
2025 Q3	$9.08M	Buy	392,779 +43,862	+13%	+$1.01M	0.52%	36
2025 Q2	$7.98M	Buy	348,917 +32,898	+10%	+$749K	0.49%	40
2025 Q1	$7.29M	Buy	316,019 +60,383	+24%	+$1.37M	0.54%	36
2024 Q4	$5.69M	Buy	255,636 +72,145	+39%	+$1.65M	0.44%	55
2024 Q3	$4.19M	Buy	183,491 +43,927	+31%	+$1.02M	0.4%	62
2024 Q2	$3.26M	Buy	+139,564	New	+$3.13M	0.41%	59

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

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

Diversify Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 21% in Q2 2026, buying an estimated $1.93M and bringing the position to 493,694 shares worth $11.1M. The position accounts for 0.19% of the portfolio, ranked #115.

Diversify Wealth Management first reported a position in GOVT in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.4M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Diversify Wealth Management held 493,694 shares of iShares US Treasury Bond ETF worth $11.1M as of Q2 2026.
Diversify Wealth Management bought 84,801 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.93M.
iShares US Treasury Bond ETF made up 0.19% of Diversify Wealth Management's portfolio in Q2 2026, its #115 holding.
Diversify Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's iShares US Treasury Bond ETF position peaked at $12.4M in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.