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

Dodds Wealth’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	$46.5M	Buy	2,039,239 +48,341	+2%	+$1.1M	10.45%	5
2026 Q1	$45.6M	Sell	1,990,898 -15,960	-0.8%	-$368K	11.2%	4
2025 Q4	$46.2M	Sell	2,006,858 -246,134	-11%	-$5.7M	11.33%	4
2025 Q3	$52.1M	Buy	2,252,992 +118,965	+6%	+$2.73M	12.9%	3
2025 Q2	$49M	Buy	2,134,027 +1,097,218	+106%	+$25M	13.15%	3
2025 Q1	$23.8M	Buy	1,036,809 +30,309	+3%	+$687K	7.77%	5
2024 Q4	$22.6M	Buy	1,006,500 +31,125	+3%	+$710K	7.27%	5
2024 Q3	$22.4M	Buy	+975,375	New	+$22.6M	7.48%	5

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

Dodds Wealth's GOVT Position: Q2 2026 in Review

Dodds Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 2.4% in Q2 2026, buying an estimated $1.1M and bringing the position to 2,039,239 shares worth $46.5M. The position accounts for 10.45% of the portfolio, ranked #5.

Dodds Wealth first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.1M in Q3 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Dodds Wealth held 2,039,239 shares of iShares US Treasury Bond ETF worth $46.5M as of Q2 2026.
Dodds Wealth bought 48,341 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.1M.
iShares US Treasury Bond ETF made up 10.45% of Dodds Wealth's portfolio in Q2 2026, its #5 holding.
Dodds Wealth first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Dodds Wealth's iShares US Treasury Bond ETF position peaked at $52.1M in Q3 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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