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

Dynasty 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	$181M	Buy	7,932,000 +1,302,657	+20%	+$29.7M	1.34%	22
2026 Q1	$152M	Buy	6,629,343 +6,161,410	+1,317%	+$142M	1.32%	23
2025 Q4	$10.8M	Buy	467,933 +247,387	+112%	+$5.73M	0.11%	65
2025 Q3	$5.1M	Buy	220,546 +114,355	+108%	+$2.62M	0.07%	72
2025 Q2	$2.44M	Sell	106,191 -51,380	-33%	-$1.17M	0.04%	73
2025 Q1	$3.62M	Buy	157,571 +68,970	+78%	+$1.56M	0.06%	67
2024 Q4	$2.04M	Buy	88,601 +51,971	+142%	+$1.19M	0.04%	89
2024 Q3	$1.85M	Buy	+36,630	New	+$848K	0.06%	74

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

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

Dynasty Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 20% in Q2 2026, buying an estimated $29.7M and bringing the position to 7,932,000 shares worth $181M. The position accounts for 1.34% of the portfolio, ranked #22.

Dynasty Wealth Management first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Dynasty Wealth Management held 7,932,000 shares of iShares US Treasury Bond ETF worth $181M as of Q2 2026.
Dynasty Wealth Management bought 1,302,657 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $29.7M.
iShares US Treasury Bond ETF made up 1.34% of Dynasty Wealth Management's portfolio in Q2 2026, its #22 holding.
Dynasty Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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