Heritage Wealth Management (California)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Heritage Wealth Management (California)’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	$3.5M	Buy	153,705 +6,847	+5%	+$156K	1.33%	16
2026 Q1	$3.36M	Buy	146,858 +35,433	+32%	+$817K	1.86%	13
2025 Q4	$2.57M	Buy	111,425 +30,744	+38%	+$712K	1.63%	19
2025 Q3	$1.87M	Buy	80,681 +3,668	+5%	+$84.1K	1.25%	26
2025 Q2	$1.77M	Sell	77,013 -508	-0.7%	-$11.6K	1.18%	26
2025 Q1	$1.78M	Sell	77,521 -8,533	-10%	-$193K	1.34%	20
2024 Q4	$1.98M	Buy	86,054 +4,780	+6%	+$109K	1.42%	16
2024 Q3	$1.91M	Sell	81,274 -1,683	-2%	-$39K	1.35%	15
2024 Q2	$1.87M	Sell	82,957 -1,314	-2%	-$29.5K	1.37%	14
2024 Q1	$1.92M	Buy	84,271 +14,325	+20%	+$326K	1.45%	14
2023 Q4	$1.61M	Buy	+69,946	New	+$1.56M	1.29%	15

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

Heritage Wealth Management (California)'s GOVT Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its iShares US Treasury Bond ETF (GOVT) stake by 4.7% in Q2 2026, buying an estimated $156K and bringing the position to 153,705 shares worth $3.5M. The position accounts for 1.33% of the portfolio, ranked #16.

Heritage Wealth Management (California) first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Heritage Wealth Management (California) held 153,705 shares of iShares US Treasury Bond ETF worth $3.5M as of Q2 2026.
Heritage Wealth Management (California) bought 6,847 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $156K.
iShares US Treasury Bond ETF made up 1.33% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #16 holding.
Heritage Wealth Management (California) first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.