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

JPL 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	$5.56M	Buy	243,965 +139,134	+133%	+$3.17M	1.1%	30
2026 Q1	$2.4M	Buy	104,831 +35,211	+51%	+$812K	0.55%	62
2025 Q4	$1.6M	Sell	69,620 -4,994	-7%	-$116K	0.39%	71
2025 Q3	$1.73M	Buy	74,614 +2,786	+4%	+$63.9K	0.41%	74
2025 Q2	$1.65M	Buy	71,828 +5,916	+9%	+$135K	0.45%	72
2025 Q1	$1.51M	Buy	65,912 +21,633	+49%	+$490K	0.43%	71
2024 Q4	$1.02M	Buy	+44,279	New	+$1.01M	0.29%	74
2024 Q2	–	Sell	-58,763	Closed	-$1.34M	–	109
2024 Q1	$1.34M	Sell	58,763 -10,135	-15%	-$230K	0.74%	62
2023 Q4	$1.59M	Buy	+68,898	New	+$1.53M	1.14%	36

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

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

JPL Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 133% in Q2 2026, buying an estimated $3.17M and bringing the position to 243,965 shares worth $5.56M. The position accounts for 1.1% of the portfolio, ranked #30.

JPL Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 9 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

JPL Wealth Management held 243,965 shares of iShares US Treasury Bond ETF worth $5.56M as of Q2 2026.
JPL Wealth Management bought 139,134 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3.17M.
iShares US Treasury Bond ETF made up 1.1% of JPL Wealth Management's portfolio in Q2 2026, its #30 holding.
JPL Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.