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

GeoWealth 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	$939K	Buy	41,224 +10,498	+34%	+$239K	0.03%	340
2026 Q1	$704K	Buy	30,726 +21,728	+241%	+$501K	0.03%	386
2025 Q4	$207K	Sell	8,998 -19	-0.2%	-$440	0.01%	656
2025 Q3	$208K	Buy	9,017 +3,759	+71%	+$86.2K	0.01%	684
2025 Q2	$121K	Sell	5,258 -94	-2%	-$2.14K	﹤0.01%	773
2025 Q1	$123K	Buy	5,352 +603	+13%	+$13.7K	﹤0.01%	754
2024 Q4	$109K	Buy	4,749 +1,405	+42%	+$32.1K	﹤0.01%	943
2024 Q3	$78.4K	Buy	+3,344	New	+$77.4K	﹤0.01%	951
2024 Q2	–	Sell	-52,685	Closed	-$1.2M	–	895
2024 Q1	$1.2M	Sell	52,685 -22,960	-30%	-$522K	0.05%	260
2023 Q4	$1.74M	Buy	75,645 +13,285	+21%	+$296K	0.14%	141
2023 Q3	$1.38M	Buy	62,360 +55,686	+834%	+$1.25M	0.16%	117
2023 Q2	$152K	Buy	6,674 +5,054	+312%	+$117K	0.02%	261
2023 Q1	$37K	Buy	+1,620	New	+$37.4K	﹤0.01%	294
2021 Q4	–	Sell	-59,378	Closed	-$1.57M	–	393
2021 Q3	$1.57M	Buy	+59,378	New	+$1.59M	0.13%	130

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

GeoWealth Management's GOVT Position: Q2 2026 in Review

GeoWealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 34% in Q2 2026, buying an estimated $239K and bringing the position to 41,224 shares worth $939K. The position accounts for 0.03% of the portfolio, ranked #340.

GeoWealth Management first reported a position in GOVT in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.74M in Q4 2023. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

GeoWealth Management held 41,224 shares of iShares US Treasury Bond ETF worth $939K as of Q2 2026.
GeoWealth Management bought 10,498 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $239K.
iShares US Treasury Bond ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #340 holding.
GeoWealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
GeoWealth Management's iShares US Treasury Bond ETF position peaked at $1.74M in Q4 2023.
960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.