EWM
GOVT icon

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

Evolution 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 		$91K Buy
3,994
+53
+1% +$1.21K 0.05% 222
2026
Q1 		$90.3K Sell
3,941
-29
-0.7% -$669 0.07% 187
2025
Q4 		$91.4K Buy
+3,970
New +$91.9K 0.08% 179

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Evolution Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 1.3% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,994 shares worth $91K. The position accounts for 0.05% of the portfolio, ranked #222.

Evolution Wealth Management first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.4K in Q4 2025. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Evolution Wealth Management held 3,994 shares of iShares US Treasury Bond ETF worth $91K as of Q2 2026.
  • Evolution Wealth Management bought 53 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.21K.
  • iShares US Treasury Bond ETF made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Evolution Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's iShares US Treasury Bond ETF position peaked at $91.4K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.