EWM
GOVT icon

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

EPG 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 		– Sell
-2,234
Closed -$51.2K – 326
2026
Q1 		$51.2K Buy
+2,234
New +$51.5K 0.01% 227
2025
Q4 		– Sell
-2,445
Closed -$56.5K – 327
2025
Q3 		$56.5K Buy
+2,445
New +$56.1K 0.02% 220
2025
Q2 		– Sell
-1,731
Closed -$39.8K – 373
2025
Q1 		$39.8K Sell
1,731
-149
-8% -$3.38K 0.01% 301
2024
Q4 		$43.2K Buy
1,880
+12
+0.6% +$274 0.01% 306
2024
Q3 		$43.8K Buy
+1,868
New +$43.3K 0.01% 306
2024
Q2 		– Sell
-1,852
Closed -$41.5K – 329
2024
Q1 		$42.2K Sell
1,852
-342
-16% -$7.77K 0.01% 326
2023
Q4 		$49.4K Buy
2,194
+1,254
+133% +$27.9K 0.01% 307
2023
Q3 		$20.7K Sell
940
-58
-6% -$1.31K 0.01% 339
2023
Q2 		$22.9K Sell
998
-708
-42% -$16.4K 0.01% 326
2023
Q1 		$39.9K Buy
1,706
+1,589
+1,358% +$36.7K 0.01% 303
2022
Q4 		$2.66K Hold
117
– – ﹤0.01% 361
2022
Q3 		$3K Buy
+117
New +$2.77K ﹤0.01% 365
2022
Q2 		– Sell
-117
Closed -$3K – 279
2022
Q1 		$3K Hold
117
– – ﹤0.01% 379
2021
Q4 		$3K Hold
117
– – ﹤0.01% 383
2021
Q3 		$3K Buy
+117
New +$3.13K ﹤0.01% 359
2020
Q2 		– Sell
-479
Closed -$13K – 383
2020
Q1 		$13K Buy
479
+49
+11% +$1.31K 0.01% 456
2019
Q4 		$11K Buy
+430
New +$11.2K 0.01% 420

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

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

EPG Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 2,234 shares — an estimated $51.2K sold.

EPG Wealth Management first reported a position in GOVT in Q4 2019 and held it in 17 quarters. The position peaked at $56.5K in Q3 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • EPG Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • EPG Wealth Management sold 2,234 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $51.2K.
  • EPG Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 17 quarters.
  • EPG Wealth Management's iShares US Treasury Bond ETF position peaked at $56.5K in Q3 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.