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

HB 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	$708K	Buy	31,097 +851	+3%	+$19.4K	﹤0.01%	933
2026 Q1	$693K	Sell	30,246 -12,478	-29%	-$288K	﹤0.01%	826
2025 Q4	$984K	Buy	42,724 +14,782	+53%	+$342K	0.01%	628
2025 Q3	$646K	Sell	27,942 -2,116	-7%	-$48.5K	﹤0.01%	750
2025 Q2	$691K	Sell	30,058 -80,046	-73%	-$1.82M	0.01%	640
2025 Q1	$2.53M	Buy	110,104 +59,347	+117%	+$1.35M	0.02%	337
2024 Q4	$1.17M	Buy	+50,757	New	+$1.16M	0.01%	387

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

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

HB Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 2.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 31,097 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

HB Wealth Management first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q1 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

HB Wealth Management held 31,097 shares of iShares US Treasury Bond ETF worth $708K as of Q2 2026.
HB Wealth Management bought 851 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $19.4K.
iShares US Treasury Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #933 holding.
HB Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
HB Wealth Management's iShares US Treasury Bond ETF position peaked at $2.53M in Q1 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.