Global Wealth Strategies & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-1,288	Closed	-$29.5K	–	228
2026 Q1	$29.5K	Sell	1,288 -50	-4%	-$1.15K	0.01%	222
2025 Q4	$30.8K	Buy	1,338 +64	+5%	+$1.48K	0.01%	200
2025 Q3	$29.5K	Sell	1,274 -1,021	-44%	-$23.4K	0.01%	196
2025 Q2	$52.7K	Hold	2,295	–	–	0.02%	108
2025 Q1	$52.8K	Sell	2,295 -1,743	-43%	-$39.5K	0.02%	113
2024 Q4	$92.8K	Buy	4,038 +185	+5%	+$4.22K	0.03%	77
2024 Q3	$90.4K	Sell	3,853 -550	-12%	-$12.7K	0.03%	65
2024 Q2	$99.4K	Sell	4,403 -45,965	-91%	-$1.03M	0.04%	57
2024 Q1	$1.15M	Sell	50,368 -159,293	-76%	-$3.62M	0.43%	21
2023 Q4	$4.83M	Sell	209,661 -276,944	-57%	-$6.16M	2.01%	10
2023 Q3	$10.7M	Buy	486,605 +46,283	+11%	+$1.04M	5.01%	4
2023 Q2	$10.1M	Buy	440,322 +25,455	+6%	+$590K	4.73%	6
2023 Q1	$9.7M	Buy	414,867 +99,759	+32%	+$2.3M	5.01%	5
2022 Q4	$7.16M	Buy	+315,108	New	+$7.16M	4.16%	5

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Wealth Strategies & Associates's GOVT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 1,288 shares — an estimated $29.5K sold.

Global Wealth Strategies & Associates first reported a position in GOVT in Q4 2022 and held it in 14 quarters. The position peaked at $10.7M in Q3 2023. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1,288 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $29.5K.
Global Wealth Strategies & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares US Treasury Bond ETF position peaked at $10.7M in Q3 2023.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.