Impact Partnership Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Impact Partnership Wealth’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	$322K	Sell	14,122 -261	-2%	-$5.94K	0.03%	330
2026 Q1	$330K	Buy	14,383 +4,021	+39%	+$92.7K	0.04%	259
2025 Q4	$239K	Buy	+10,362	New	+$240K	0.03%	313
2024 Q1	–	Sell	-167	Closed	-$3.85K	–	775
2023 Q4	$3.85K	Sell	167 -2,566	-94%	-$57.1K	﹤0.01%	607
2023 Q3	$60.2K	Buy	2,733 +2,456	+887%	+$55.3K	0.02%	372
2023 Q2	$6.34K	Buy	+277	New	+$6.42K	﹤0.01%	471

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

Impact Partnership Wealth's GOVT Position: Q2 2026 in Review

Impact Partnership Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.8% in Q2 2026, selling an estimated $5.94K and leaving 14,122 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #330.

Impact Partnership Wealth first reported a position in GOVT in Q2 2023 and has held it in 6 quarters since. The position peaked at $330K in Q1 2026. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Impact Partnership Wealth held 14,122 shares of iShares US Treasury Bond ETF worth $322K as of Q2 2026.
Impact Partnership Wealth sold 261 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $5.94K.
iShares US Treasury Bond ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #330 holding.
Impact Partnership Wealth first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's iShares US Treasury Bond ETF position peaked at $330K in Q1 2026.
960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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