Legacy Wealth Management (Idaho)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-4,504	Closed	-$103K	–	495
2026 Q1	$103K	Sell	4,504 -41	-0.9%	-$945	0.05%	174
2025 Q4	$105K	Buy	4,545 +2,837	+166%	+$65.7K	0.05%	142
2025 Q3	$39.5K	Buy	1,708 +1,484	+663%	+$34K	0.02%	202
2025 Q2	$5.15K	Sell	224 -840	-79%	-$19.1K	﹤0.01%	396
2025 Q1	$24.5K	Buy	1,064 +840	+375%	+$19K	0.02%	218
2024 Q4	$5.06K	Hold	224	–	–	﹤0.01%	385
2024 Q3	$5.06K	Buy	+224	New	+$5.19K	﹤0.01%	387

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

Legacy Wealth Management (Idaho)'s GOVT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 4,504 shares — an estimated $103K sold.

Legacy Wealth Management (Idaho) first reported a position in GOVT in Q3 2024 and held it in 7 quarters. The position peaked at $105K in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 4,504 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $103K.
Legacy Wealth Management (Idaho) first reported a position in iShares US Treasury Bond ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s iShares US Treasury Bond ETF position peaked at $105K in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.