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

Maia 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	$3.35M	Buy	147,053 +121,939	+486%	+$2.78M	0.49%	57
2026 Q1	$575K	Buy	+25,114	New	+$579K	0.1%	201
2024 Q4	–	Sell	-9,805	Closed	-$224K	–	336
2024 Q3	$224K	Sell	9,805 -1,082	-10%	-$25.1K	0.06%	232
2024 Q2	$248K	Buy	+10,887	New	+$244K	0.07%	187
2023 Q4	$404K	Buy	+17,521	New	+$390K	0.16%	123

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

Maia Wealth's GOVT Position: Q2 2026 in Review

Maia Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 486% in Q2 2026, buying an estimated $2.78M and bringing the position to 147,053 shares worth $3.35M. The position accounts for 0.49% of the portfolio, ranked #57.

Maia Wealth first reported a position in GOVT in Q4 2023 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Maia Wealth held 147,053 shares of iShares US Treasury Bond ETF worth $3.35M as of Q2 2026.
Maia Wealth bought 121,939 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.78M.
iShares US Treasury Bond ETF made up 0.49% of Maia Wealth's portfolio in Q2 2026, its #57 holding.
Maia Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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