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

Gilpin 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 		$5.19K Buy
228
+27
+13% +$615 ﹤0.01% 366
2026
Q1 		$4.61K Buy
201
+144
+253% +$3.32K ﹤0.01% 359
2025
Q4 		$1.31K Buy
+57
New +$1.32K ﹤0.01% 411

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

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

Gilpin Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q2 2026, buying an estimated $615 and bringing the position to 228 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Gilpin Wealth Management first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Gilpin Wealth Management held 228 shares of iShares US Treasury Bond ETF worth $5.19K as of Q2 2026.
  • Gilpin Wealth Management bought 27 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $615.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Gilpin Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.