MAM
GOVT icon

Milestone Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Milestone Asset 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 		$8.47M Buy
+371,787
New +$8.47M 1.33% 9
2023
Q3 		– Sell
-9,869
Closed -$226K – 86
2023
Q2 		$226K Sell
9,869
-150
-1% -$3.48K 0.1% 56
2023
Q1 		$234K Sell
10,019
-1,515
-13% -$35K 0.13% 64
2022
Q4 		$268K Buy
+11,534
New +$262K 0.16% 54

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

Milestone Asset Management's GOVT Position: Q2 2026 in Review

Milestone Asset Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 371,787 shares worth $8.47M. The stake represents 1.33% of the portfolio and ranks #9 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in GOVT as recently as Q2 2023.

Milestone Asset Management first reported a position in GOVT in Q4 2022 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Milestone Asset Management held 371,787 shares of iShares US Treasury Bond ETF worth $8.47M as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Milestone Asset Management position in Q2 2026.
  • iShares US Treasury Bond ETF made up 1.33% of Milestone Asset Management's portfolio in Q2 2026, its #9 holding.
  • Milestone Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.