Focus Partners Wealth
GOVT icon

Focus Partners Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Focus Partners Wealth’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 		$42M Sell
1,843,887
-112,743
-6% -$2.57M 0.04% 348
2026
Q1 		$45M Buy
1,956,630
+121,809
+7% +$2.81M 0.05% 312
2025
Q4 		$42.2M Buy
1,834,821
+1,711,821
+1,392% +$39.6M 0.05% 326
2025
Q3 		$2.84M Buy
123,000
+2,937
+2% +$67.3K ﹤0.01% 912
2025
Q2 		$2.76M Buy
120,063
+44,842
+60% +$1.02M 0.01% 821
2025
Q1 		$1.73M Sell
75,221
-2,925
-4% -$66.3K ﹤0.01% 886
2024
Q4 		$1.8M Sell
78,146
-1,465
-2% -$33.4K ﹤0.01% 860
2024
Q3 		$1.87M Buy
+79,611
New +$1.84M 0.01% 780

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

Focus Partners Wealth's GOVT Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 5.8% in Q2 2026, selling an estimated $2.57M and leaving 1,843,887 shares worth $42M. The position accounts for 0.04% of the portfolio, ranked #348.

Focus Partners Wealth first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $45M in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Focus Partners Wealth held 1,843,887 shares of iShares US Treasury Bond ETF worth $42M as of Q2 2026.
  • Focus Partners Wealth sold 112,743 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.57M.
  • iShares US Treasury Bond ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #348 holding.
  • Focus Partners Wealth first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's iShares US Treasury Bond ETF position peaked at $45M in Q1 2026.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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