Icon Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Icon Wealth Advisors’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	$14.3M	Buy	628,739 +64,668	+11%	+$1.47M	0.86%	29
2026 Q1	$12.9M	Buy	564,071 +502,799	+821%	+$11.6M	0.83%	30
2025 Q4	$1.41M	Buy	61,272 +2,971	+5%	+$68.8K	0.09%	140
2025 Q3	$1.35M	Sell	58,301 -16,717	-22%	-$383K	0.09%	155
2025 Q2	$1.72M	Buy	75,018 +4,213	+6%	+$95.9K	0.12%	133
2025 Q1	$1.63M	Buy	70,805 +1,543	+2%	+$35K	0.13%	120
2024 Q4	$1.59M	Buy	69,262 +3,439	+5%	+$78.5K	0.13%	116
2024 Q3	$1.54M	Sell	65,823 -1,111	-2%	-$25.7K	0.13%	116
2024 Q2	$1.54M	Sell	66,934 -3,319	-5%	-$74.4K	0.14%	110
2024 Q1	$1.6M	Buy	70,253 +11,178	+19%	+$254K	0.15%	111
2023 Q4	$1.36M	Buy	+59,075	New	+$1.31M	0.14%	109
2022 Q4	$5.74M	Sell	252,806 -526,573	-68%	-$12M	0.66%	33
2022 Q3	$17.7M	Buy	+779,379	New	+$18.5M	2.15%	8

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

Icon Wealth Advisors's GOVT Position: Q2 2026 in Review

Icon Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q2 2026, buying an estimated $1.47M and bringing the position to 628,739 shares worth $14.3M. The position accounts for 0.86% of the portfolio, ranked #29.

Icon Wealth Advisors first reported a position in GOVT in Q3 2022 and has held it in 13 quarters since. The position peaked at $17.7M in Q3 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Icon Wealth Advisors held 628,739 shares of iShares US Treasury Bond ETF worth $14.3M as of Q2 2026.
Icon Wealth Advisors bought 64,668 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.47M.
iShares US Treasury Bond ETF made up 0.86% of Icon Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Icon Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's iShares US Treasury Bond ETF position peaked at $17.7M in Q3 2022.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.