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

Hohimer 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 		$414K Buy
+18,192
New +$414K 0.04% 242
2022
Q4 		– Sell
-9,807
Closed -$223K – 186
2022
Q3 		$223K Sell
9,807
-6,538
-40% -$155K 0.07% 160
2022
Q2 		$391K Sell
16,345
-774
-5% -$18.6K 0.12% 152
2022
Q1 		$426K Buy
17,119
+7,540
+79% +$193K 0.08% 153
2021
Q4 		$256K Buy
+9,579
New +$254K 0.05% 179

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 22.96% 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

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

Hohimer Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 18,192 shares worth $414K. The stake represents 0.04% of the portfolio and ranks #242 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in GOVT as recently as Q3 2022.

Hohimer Wealth Management first reported a position in GOVT in Q4 2021 and has held it in 5 quarters since. The position peaked at $426K in Q1 2022. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Hohimer Wealth Management held 18,192 shares of iShares US Treasury Bond ETF worth $414K as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Hohimer Wealth Management position in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.04% of Hohimer Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Hohimer Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Hohimer Wealth Management's iShares US Treasury Bond ETF position peaked at $426K in Q1 2022.
  • 960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.