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

Gen-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 		$1.91M Buy
83,815
+5,767
+7% +$131K 0.53% 50
2026
Q1 		$1.79M Buy
78,048
+59,904
+330% +$1.38M 0.56% 49
2025
Q4 		$418K Buy
18,144
+2,490
+16% +$57.6K 0.13% 157
2025
Q3 		$362K Buy
15,654
+430
+3% +$9.86K 0.12% 180
2025
Q2 		$350K Buy
15,224
+1,935
+15% +$44.1K 0.14% 164
2025
Q1 		$305K Buy
13,289
+1,368
+11% +$31K 0.13% 164
2024
Q4 		$274K Buy
11,921
+1,135
+11% +$25.9K 0.12% 174
2024
Q3 		$246K Buy
10,786
+2
+0% +$46 0.11% 194
2024
Q2 		$243K Sell
10,784
-1,200
-10% -$26.9K 0.12% 177
2024
Q1 		$273K Buy
+11,984
New +$272K 0.14% 166

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

Gen-Wealth Partners's GOVT Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 7.4% in Q2 2026, buying an estimated $131K and bringing the position to 83,815 shares worth $1.91M. The position accounts for 0.53% of the portfolio, ranked #50.

Gen-Wealth Partners first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Gen-Wealth Partners held 83,815 shares of iShares US Treasury Bond ETF worth $1.91M as of Q2 2026.
  • Gen-Wealth Partners bought 5,767 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $131K.
  • iShares US Treasury Bond ETF made up 0.53% of Gen-Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Gen-Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.