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GWN Securities’s iShares US Treasury Bond ETF GOVT Stock Holding History

GWN Securities’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 		$345K Buy
+15,137
New +$345K 0.06% 378
2025
Q2 		– Sell
-113,775
Closed -$2.57M – 534
2025
Q1 		$2.57M Buy
+113,775
New +$2.58M 0.14% 170

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 22.9% 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

GWN Securities's GOVT Position: Q2 2026 in Review

GWN Securities opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 15,137 shares worth $345K. The stake represents 0.06% of the portfolio and ranks #378 among its holdings. This is a return to the name: GWN Securities previously reported a position in GOVT as recently as Q1 2025.

GWN Securities first reported a position in GOVT in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.57M in Q1 2025. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • GWN Securities held 15,137 shares of iShares US Treasury Bond ETF worth $345K as of Q2 2026.
  • iShares US Treasury Bond ETF was a new GWN Securities position in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.06% of GWN Securities's portfolio in Q2 2026, its #378 holding.
  • GWN Securities first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • GWN Securities's iShares US Treasury Bond ETF position peaked at $2.57M in Q1 2025.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.