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

EP Wealth Advisors’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 		$161M Buy
7,063,645
+69,682
+1% +$1.59M 0.61% 27
2026
Q1 		$160M Buy
6,993,963
+423,440
+6% +$9.76M 0.79% 26
2025
Q4 		$151M Buy
+6,570,523
New +$152M 0.79% 24
2025
Q2 		$133M Buy
5,783,492
+39,109
+0.7% +$891K 0.87% 27
2025
Q1 		$132M Buy
5,744,383
+371,241
+7% +$8.41M 1.05% 24
2024
Q4 		$123M Buy
5,373,142
+179,314
+3% +$4.09M 1.01% 24
2024
Q3 		$122M Buy
5,193,828
+189,628
+4% +$4.39M 1.05% 21
2024
Q2 		$113M Buy
5,004,200
+251,646
+5% +$5.64M 1.2% 17
2024
Q1 		$108M Buy
4,752,554
+62,837
+1% +$1.43M 1.26% 17
2023
Q4 		$108M Sell
4,689,717
-16,502
-0.4% -$367K 1.38% 14
2023
Q3 		$104M Buy
4,706,219
+4,688,092
+25,862% +$106M 1.61% 10
2023
Q2 		$60.8M Sell
18,127
-804,422
-98% -$18.7M 0.88% 22
2023
Q1 		$85.3M Sell
822,549
-1,268,508
-61% -$29.3M 1.47% 9
2022
Q4 		$47.5M Buy
2,091,057
+253,306
+14% +$5.76M 0.86% 31
2022
Q3 		$41.8M Buy
+1,837,751
New +$43.5M 0.95% 25

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

EP Wealth Advisors's GOVT Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 1% in Q2 2026, buying an estimated $1.59M and bringing the position to 7,063,645 shares worth $161M. The position accounts for 0.61% of the portfolio, ranked #27.

EP Wealth Advisors first reported a position in GOVT in Q3 2022 and has held it in 15 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • EP Wealth Advisors held 7,063,645 shares of iShares US Treasury Bond ETF worth $161M as of Q2 2026.
  • EP Wealth Advisors bought 69,682 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.59M.
  • iShares US Treasury Bond ETF made up 0.61% of EP Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • EP Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.