Integrated Wealth Concepts’s iShares US Treasury Bond ETF GOVT Stock Holding History

Integrated Wealth Concepts’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	$20M	Buy	877,643 +224,449	+34%	+$5.11M	0.1%	197
2026 Q1	$15M	Buy	653,194 +112,937	+21%	+$2.6M	0.12%	172
2025 Q4	$12.4M	Sell	540,257 -14,986	-3%	-$347K	0.15%	136
2025 Q3	$12.8M	Sell	555,243 -5,482	-1%	-$126K	0.11%	163
2025 Q2	$12.9M	Sell	560,725 -16,472	-3%	-$375K	0.13%	149
2025 Q1	$13.3M	Sell	577,197 -89,973	-13%	-$2.04M	0.15%	139
2024 Q4	$15.3M	Buy	667,170 +7,229	+1%	+$165K	0.18%	125
2024 Q3	$15.5M	Sell	659,941 -20,873	-3%	-$483K	0.19%	119
2024 Q2	$15.4M	Buy	680,814 +7,569	+1%	+$170K	0.21%	110
2024 Q1	$15.3M	Buy	673,245 +607,399	+922%	+$13.8M	0.22%	110
2023 Q4	$1.52M	Buy	65,846 +2,061	+3%	+$45.9K	0.02%	576
2023 Q3	$1.41M	Sell	63,785 -134,562	-68%	-$3.03M	0.02%	565
2023 Q2	$4.54M	Buy	198,347 +169	+0.1%	+$3.92K	0.08%	248
2023 Q1	$4.63M	Buy	198,178 +117,438	+145%	+$2.71M	0.1%	209
2022 Q4	$1.83M	Sell	80,740 -174,755	-68%	-$3.97M	0.05%	339
2022 Q3	$5.82M	Buy	255,495 +102,127	+67%	+$2.42M	0.19%	114
2022 Q2	$3.67M	Sell	153,368 -40,196	-21%	-$967K	0.11%	175
2022 Q1	$4.82M	Buy	193,564 +31,379	+19%	+$804K	0.15%	134
2021 Q4	$4.33M	Sell	162,185 -118,329	-42%	-$3.13M	0.13%	143
2021 Q3	$7.44M	Sell	280,514 -9,507	-3%	-$255K	0.24%	86
2021 Q2	$7.71M	Buy	290,021 +17,751	+7%	+$468K	0.27%	78
2021 Q1	$7.13M	Buy	272,270 +15,255	+6%	+$408K	0.29%	75
2020 Q4	$7M	Buy	257,015 +29,521	+13%	+$814K	0.33%	67
2020 Q3	$6.36M	Sell	227,494 -46,126	-17%	-$1.29M	0.39%	57
2020 Q2	$7.66M	Buy	273,620 +37,049	+16%	+$1.04M	0.55%	47
2020 Q1	$6.63M	Buy	236,571 +75,049	+46%	+$2.01M	0.61%	45
2019 Q4	$4.19M	Buy	161,522 +77,910	+93%	+$2.03M	0.35%	62
2019 Q3	$2.2M	Buy	83,612 +5,458	+7%	+$143K	0.25%	75
2019 Q2	$2.02M	Buy	78,154 +41,076	+111%	+$1.04M	0.26%	78
2019 Q1	$936K	Buy	37,078 +28,458	+330%	+$708K	0.16%	114
2018 Q4	$212K	Buy	+8,620	New	+$210K	0.06%	244

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

Integrated Wealth Concepts's GOVT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares US Treasury Bond ETF (GOVT) stake by 34% in Q2 2026, buying an estimated $5.11M and bringing the position to 877,643 shares worth $20M. The position accounts for 0.1% of the portfolio, ranked #197.

Integrated Wealth Concepts first reported a position in GOVT in Q4 2018 and has held it in 31 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Integrated Wealth Concepts held 877,643 shares of iShares US Treasury Bond ETF worth $20M as of Q2 2026.
Integrated Wealth Concepts bought 224,449 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $5.11M.
iShares US Treasury Bond ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q2 2026, its #197 holding.
Integrated Wealth Concepts first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.