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

GK 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	$383K	Buy	+16,814	New	+$383K	0.2%	124
2026 Q1	–	Sell	-18,178	Closed	-$419K	–	110
2025 Q4	$419K	Sell	18,178 -6,551	-26%	-$152K	0.28%	94
2025 Q3	$572K	Sell	24,729 -856	-3%	-$19.6K	0.42%	60
2025 Q2	$588K	Sell	25,585 -313	-1%	-$7.13K	0.53%	49
2025 Q1	$595K	Sell	25,898 -427	-2%	-$9.68K	0.68%	39
2024 Q4	$605K	Buy	+26,325	New	+$601K	0.77%	34

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

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

GK Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 16,814 shares worth $383K. The stake represents 0.2% of the portfolio and ranks #124 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in GOVT as recently as Q4 2025.

GK Wealth Management first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $605K in Q4 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

GK Wealth Management held 16,814 shares of iShares US Treasury Bond ETF worth $383K as of Q2 2026.
iShares US Treasury Bond ETF was a new GK Wealth Management position in Q2 2026.
iShares US Treasury Bond ETF made up 0.2% of GK Wealth Management's portfolio in Q2 2026, its #124 holding.
GK Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's iShares US Treasury Bond ETF position peaked at $605K in Q4 2024.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.