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

Gateway Wealth Partners’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	$7.51M	Sell	329,833 -221,626	-40%	-$5.05M	0.45%	60
2026 Q1	$12.6M	Buy	551,459 +525,826	+2,051%	+$12.1M	0.49%	47
2025 Q4	$590K	Buy	25,633 +3,841	+18%	+$88.9K	0.07%	255
2025 Q3	$504K	Buy	21,792 +4,220	+24%	+$96.8K	0.07%	246
2025 Q2	$404K	Sell	17,572 -7,184	-29%	-$164K	0.08%	236
2025 Q1	$569K	Buy	24,756 +14,485	+141%	+$328K	0.13%	161
2024 Q4	$236K	Sell	10,271 -7,523	-42%	-$172K	0.06%	264
2024 Q3	$417K	Buy	+17,794	New	+$412K	0.12%	165
2023 Q4	–	Sell	-14,600	Closed	-$322K	–	244
2023 Q3	$322K	Sell	14,600 -29,493	-67%	-$664K	0.06%	180
2023 Q2	$1.01M	Buy	44,093 +1,291	+3%	+$29.9K	0.18%	81
2023 Q1	$1M	Buy	42,802 +16,725	+64%	+$386K	0.15%	75
2022 Q4	$592K	Buy	+26,077	New	+$593K	0.1%	93

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

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

Gateway Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 40% in Q2 2026, selling an estimated $5.05M and leaving 329,833 shares worth $7.51M. The position accounts for 0.45% of the portfolio, ranked #60.

Gateway Wealth Partners first reported a position in GOVT in Q4 2022 and has held it in 12 quarters since. The position peaked at $12.6M in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Gateway Wealth Partners held 329,833 shares of iShares US Treasury Bond ETF worth $7.51M as of Q2 2026.
Gateway Wealth Partners sold 221,626 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $5.05M.
iShares US Treasury Bond ETF made up 0.45% of Gateway Wealth Partners's portfolio in Q2 2026, its #60 holding.
Gateway Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Gateway Wealth Partners's iShares US Treasury Bond ETF position peaked at $12.6M in Q1 2026.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.