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

Evermay 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	$17.6K	Buy	+772	New	+$17.6K	﹤0.01%	455
2024 Q1	–	Sell	-121	Closed	-$2.79K	–	660
2023 Q4	$2.79K	Buy	+121	New	+$2.69K	﹤0.01%	504
2022 Q1	–	Sell	-239	Closed	-$6K	–	547
2021 Q4	$6K	Buy	+239	New	+$6.33K	﹤0.01%	438

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

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

Evermay Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 772 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in GOVT as recently as Q4 2023.

Evermay Wealth Management first reported a position in GOVT in Q4 2021 and has held it in 3 quarters since. 958 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Evermay Wealth Management held 772 shares of iShares US Treasury Bond ETF worth $17.6K as of Q2 2026.
iShares US Treasury Bond ETF was a new Evermay Wealth Management position in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #455 holding.
Evermay Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
958 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.