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

Marble 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	$610K	Sell	26,796 -3,258	-11%	-$74.2K	0.09%	133
2026 Q1	$689K	Sell	30,054 -11,040	-27%	-$254K	0.12%	113
2025 Q4	$946K	Buy	+41,094	New	+$951K	0.13%	114

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

Marble Wealth's GOVT Position: Q2 2026 in Review

Marble Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q2 2026, selling an estimated $74.2K and leaving 26,796 shares worth $610K. The position accounts for 0.09% of the portfolio, ranked #133.

Marble Wealth first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $946K in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Marble Wealth held 26,796 shares of iShares US Treasury Bond ETF worth $610K as of Q2 2026.
Marble Wealth sold 3,258 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $74.2K.
iShares US Treasury Bond ETF made up 0.09% of Marble Wealth's portfolio in Q2 2026, its #133 holding.
Marble Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Marble Wealth's iShares US Treasury Bond ETF position peaked at $946K in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.