LWM
GOVT icon

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

Liberty 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 		$4.99M Hold
217,888
– – 0.62% 42
2026
Q1 		$4.99M Buy
217,888
+163,087
+298% +$3.76M 0.62% 42
2025
Q4 		$1.26M Sell
54,801
-11,617
-17% -$269K 0.16% 83
2025
Q3 		$1.54M Buy
66,418
+11,610
+21% +$266K 0.22% 69
2025
Q2 		$1.26M Sell
54,808
-2,508
-4% -$57.1K 0.2% 75
2025
Q1 		$1.31M Sell
57,316
-8,789
-13% -$199K 0.25% 59
2024
Q4 		$1.51M Sell
66,105
-10,986
-14% -$251K 0.25% 63
2024
Q3 		$1.81M Sell
77,091
-18,314
-19% -$424K 0.31% 56
2024
Q2 		$1.73M Buy
95,405
+10,284
+12% +$231K 0.32% 56
2024
Q1 		$1.94M Sell
85,121
-20,962
-20% -$477K 0.38% 52
2023
Q4 		$2.44M Sell
106,083
-43,649
-29% -$972K 0.52% 42
2023
Q3 		$3.3M Sell
149,732
-118,273
-44% -$2.66M 0.82% 33
2023
Q2 		$6.14M Buy
268,005
+7,986
+3% +$185K 1.52% 19
2023
Q1 		$6.08M Buy
+260,019
New +$6.01M 1.25% 22
2022
Q3 		$11.6M Buy
509,821
+174,655
+52% +$4.14M 3.09% 9
2022
Q2 		$8M Sell
335,166
-49,538
-13% -$1.19M 3.25% 7
2022
Q1 		$9.57M Buy
+384,704
New +$9.85M 3.46% 6
2021
Q4 		– Sell
-234,576
Closed -$6.21M – 30
2021
Q3 		$6.22M Sell
234,576
-57,335
-20% -$1.54M 2.22% 9
2021
Q2 		$7.76M Buy
291,911
+41,731
+17% +$1.1M 3.02% 6
2021
Q1 		$6.78M Hold
250,180
– – 3.31% 6
2020
Q4 		$6.78M Buy
250,180
+33,954
+16% +$937K 3.32% 6
2020
Q3 		$6.04M Buy
216,226
+37,500
+21% +$1.05M 3.56% 6
2020
Q2 		$5M Buy
178,726
+8,499
+5% +$238K 3.52% 6
2020
Q1 		$4.82M Buy
170,227
+16,531
+11% +$444K 4.21% 3
2019
Q4 		$3.99M Buy
153,696
+62,396
+68% +$1.63M 3.14% 5
2019
Q3 		$2.4M Buy
91,300
+19,565
+27% +$511K 2.27% 7
2019
Q2 		$1.85M Buy
71,735
+33,738
+89% +$854K 1.62% 9
2019
Q1 		$959K Buy
37,997
+24,311
+178% +$604K 0.72% 16
2018
Q4 		$337K Buy
+13,686
New +$333K 0.25% 53

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

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

Liberty Wealth Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 217,888 shares worth $4.99M. The position accounts for 0.62% of the portfolio, ranked #42.

Liberty Wealth Management first reported a position in GOVT in Q4 2018 and has held it in 29 quarters since. The position peaked at $11.6M in Q3 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Liberty Wealth Management held 217,888 shares of iShares US Treasury Bond ETF worth $4.99M as of Q2 2026.
  • Liberty Wealth Management left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.62% of Liberty Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Liberty Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's iShares US Treasury Bond ETF position peaked at $11.6M in Q3 2022.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.