Golden State Equity Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Golden State Equity 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	$74.6K	Sell	3,275 -243,123	-99%	-$5.54M	0.2%	66
2026 Q1	$5.64M	Buy	246,398 +222,719	+941%	+$5.13M	0.43%	38
2025 Q4	$545K	Buy	23,679 +688	+3%	+$15.9K	0.09%	265
2025 Q3	$532K	Buy	22,991 +2,344	+11%	+$53.7K	0.09%	248
2025 Q2	$474K	Buy	20,647 +380	+2%	+$8.65K	0.09%	254
2025 Q1	$466K	Sell	20,267 -558	-3%	-$12.6K	0.09%	259
2024 Q4	$479K	Sell	20,825 -4,331	-17%	-$98.8K	0.09%	243
2024 Q3	$590K	Buy	25,156 +5,819	+30%	+$135K	0.31%	62
2024 Q2	$436K	Buy	+19,337	New	+$434K	0.09%	245
2023 Q4	$388K	Sell	16,847 -26	-0.2%	-$579	0.09%	230
2023 Q3	$372K	Sell	16,873 -1,874	-10%	-$42.2K	0.1%	208
2023 Q2	$429K	Buy	+18,747	New	+$435K	0.12%	203
2021 Q3	–	Sell	-15,457	Closed	-$411K	–	253
2021 Q2	$411K	Buy	+15,457	New	+$408K	0.16%	144
2021 Q1	–	Sell	-23,751	Closed	-$646K	–	188
2020 Q4	$646K	Buy	+23,751	New	+$655K	0.44%	63

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 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

Golden State Equity Partners's GOVT Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 99% in Q2 2026, selling an estimated $5.54M and leaving 3,275 shares worth $74.6K. The position accounts for 0.2% of the portfolio, ranked #66.

Golden State Equity Partners first reported a position in GOVT in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.64M in Q1 2026. 517 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Golden State Equity Partners held 3,275 shares of iShares US Treasury Bond ETF worth $74.6K as of Q2 2026.
Golden State Equity Partners sold 243,123 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $5.54M.
iShares US Treasury Bond ETF made up 0.2% of Golden State Equity Partners's portfolio in Q2 2026, its #66 holding.
Golden State Equity Partners first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
Golden State Equity Partners's iShares US Treasury Bond ETF position peaked at $5.64M in Q1 2026.
517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.