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MA Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

MA Private 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 		$1.93M Sell
84,855
-224
-0.3% -$5.1K 0.29% 43
2026
Q1 		$1.95M Buy
85,079
+7,033
+9% +$162K 0.33% 38
2025
Q4 		$1.8M Sell
78,046
-20,961
-21% -$485K 0.3% 37
2025
Q3 		$2.29M Buy
99,007
+378
+0.4% +$8.67K 0.38% 33
2025
Q2 		$2.27M Buy
98,629
+4,088
+4% +$93.1K 0.41% 34
2025
Q1 		$2.17M Sell
94,541
-1,093
-1% -$24.8K 0.41% 30
2024
Q4 		$2.2M Sell
95,634
-3,612
-4% -$82.4K 0.41% 27
2024
Q3 		$2.33M Sell
99,246
-16,626
-14% -$385K 0.44% 27
2024
Q2 		$2.62M Buy
115,872
+68,337
+144% +$1.53M 0.52% 26
2024
Q1 		$1.08M Sell
47,535
-5,712
-11% -$130K 0.22% 41
2023
Q4 		$1.23M Sell
53,247
-24,449
-31% -$544K 0.26% 40
2023
Q3 		$1.71M Sell
77,696
-53,156
-41% -$1.2M 0.4% 31
2023
Q2 		$3M Sell
130,852
-1,989
-1% -$46.1K 0.69% 25
2023
Q1 		$3.11M Sell
132,841
-296,603
-69% -$6.85M 0.75% 25
2022
Q4 		$9.76M Sell
429,444
-507,761
-54% -$11.5M 2.35% 11
2022
Q3 		$20.8M Sell
937,205
-4,783
-0.5% -$113K 5.17% 5
2022
Q2 		$22.6M Sell
941,988
-287,722
-23% -$6.92M 5.5% 5
2022
Q1 		$30.6M Buy
1,229,710
+27,895
+2% +$714K 5.59% 5
2021
Q4 		$32.1M Buy
1,201,815
+30,628
+3% +$811K 5.76% 5
2021
Q3 		$31.1M Sell
1,171,187
-278,800
-19% -$7.47M 6.1% 5
2021
Q2 		$38.6M Sell
1,449,987
-31,249
-2% -$825K 7.67% 2
2021
Q1 		$38.8M Buy
1,481,236
+10,144
+0.7% +$271K 8.09% 2
2020
Q4 		$40.1M Sell
1,471,092
-38,758
-3% -$1.07M 9.16% 2
2020
Q3 		$42.2M Buy
1,509,850
+4,078
+0.3% +$114K 9.95% 2
2020
Q2 		$42.1M Sell
1,505,772
-27,740
-2% -$776K 10.54% 2
2020
Q1 		$43M Sell
1,533,512
-8,612
-0.6% -$231K 12.62% 2
2019
Q4 		$40M Buy
1,542,124
+79,250
+5% +$2.07M 12.28% 2
2019
Q3 		$38.5M Buy
1,462,874
+744,074
+104% +$19.4M 10.82% 2
2019
Q2 		$18.6M Buy
718,800
+531,243
+283% +$13.5M 5.41% 6
2019
Q1 		$4.73M Buy
187,557
+178,485
+1,967% +$4.44M 1.5% 17
2018
Q4 		$224K Buy
+9,072
New +$221K 0.09% 90

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

MA Private Wealth's GOVT Position: Q2 2026 in Review

MA Private Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.26% in Q2 2026, selling an estimated $5.1K and leaving 84,855 shares worth $1.93M. The position accounts for 0.29% of the portfolio, ranked #43.

MA Private Wealth first reported a position in GOVT in Q4 2018 and has held it in 31 quarters since. The position peaked at $43M in Q1 2020. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • MA Private Wealth held 84,855 shares of iShares US Treasury Bond ETF worth $1.93M as of Q2 2026.
  • MA Private Wealth sold 224 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $5.1K.
  • iShares US Treasury Bond ETF made up 0.29% of MA Private Wealth's portfolio in Q2 2026, its #43 holding.
  • MA Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • MA Private Wealth's iShares US Treasury Bond ETF position peaked at $43M in Q1 2020.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.