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

GDS 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 		$302K Buy
13,274
+492
+4% +$11.2K 0.01% 191
2026
Q1 		$293K Buy
12,782
+987
+8% +$22.8K 0.02% 164
2025
Q4 		$272K Buy
11,795
+477
+4% +$11K 0.02% 165
2025
Q3 		$262K Buy
11,318
+46
+0.4% +$1.05K 0.02% 162
2025
Q2 		$259K Buy
11,272
+69
+0.6% +$1.57K 0.02% 151
2025
Q1 		$258K Buy
11,203
+461
+4% +$10.4K 0.02% 148
2024
Q4 		$247K Buy
10,742
+302
+3% +$6.89K 0.02% 151
2024
Q3 		$245K Buy
10,440
+1,538
+17% +$35.6K 0.02% 151
2024
Q2 		$201K Buy
8,902
+21
+0.2% +$471 0.02% 136
2024
Q1 		$202K Sell
8,881
-427
-5% -$9.71K 0.02% 134
2023
Q4 		$214K Sell
9,308
-559
-6% -$12.4K 0.03% 124
2023
Q3 		$217K Buy
9,867
+187
+2% +$4.21K 0.03% 114
2023
Q2 		$222K Sell
9,680
-129
-1% -$2.99K 0.04% 115
2023
Q1 		$229K Buy
9,809
+226
+2% +$5.22K 0.04% 106
2022
Q4 		$218K Sell
9,583
-119
-1% -$2.71K 0.04% 110
2022
Q3 		$221K Buy
9,702
+102
+1% +$2.42K 0.05% 100
2022
Q2 		$229K Buy
9,600
+573
+6% +$13.8K 0.05% 99
2022
Q1 		$219K Buy
9,027
+345
+4% +$8.84K 0.05% 98
2021
Q4 		$232K Buy
+8,682
New +$230K 0.05% 99

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

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

GDS Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 3.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 13,274 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #191.

GDS Wealth Management first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • GDS Wealth Management held 13,274 shares of iShares US Treasury Bond ETF worth $302K as of Q2 2026.
  • GDS Wealth Management bought 492 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $11.2K.
  • iShares US Treasury Bond ETF made up 0.01% of GDS Wealth Management's portfolio in Q2 2026, its #191 holding.
  • GDS Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.