Evermay Wealth Management
GOVT icon

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
Q3 		– Sell
-772
Closed -$17.6K – 652
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

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Evermay Wealth Management's GOVT Position: Q3 2026 in Review

Evermay Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2026, closing a stake of 772 shares — an estimated $17.6K sold.

Evermay Wealth Management first reported a position in GOVT in Q4 2021 and held it in 3 quarters. The position peaked at $17.6K in Q2 2026. 872 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Evermay Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 772 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $17.6K.
  • Evermay Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Evermay Wealth Management's iShares US Treasury Bond ETF position peaked at $17.6K in Q2 2026.
  • 872 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.