Fourth Dimension Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fourth Dimension 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	$325K	Buy	14,260 +969	+7%	+$22.1K	0.1%	128
2026 Q1	$304K	Buy	13,291 +399	+3%	+$9.2K	0.12%	112
2025 Q4	$297K	Buy	12,892 +1,021	+9%	+$23.6K	0.11%	108
2025 Q3	$274K	Sell	11,871 -1,885	-14%	-$43.2K	0.1%	110
2025 Q2	$316K	Buy	13,756 +1,170	+9%	+$26.6K	0.13%	90
2025 Q1	$289K	Buy	12,586 +1	+0%	+$23	0.14%	92
2024 Q4	$289K	Buy	+12,585	New	+$287K	0.15%	81

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

Fourth Dimension Wealth's GOVT Position: Q2 2026 in Review

Fourth Dimension Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 7.3% in Q2 2026, buying an estimated $22.1K and bringing the position to 14,260 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #128.

Fourth Dimension Wealth first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Fourth Dimension Wealth held 14,260 shares of iShares US Treasury Bond ETF worth $325K as of Q2 2026.
Fourth Dimension Wealth bought 969 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $22.1K.
iShares US Treasury Bond ETF made up 0.1% of Fourth Dimension Wealth's portfolio in Q2 2026, its #128 holding.
Fourth Dimension Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.