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

Modera 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 		$222K Buy
9,724
+493
+5% +$11.2K ﹤0.01% 612
2026
Q1 		$211K Buy
9,231
+140
+2% +$3.23K ﹤0.01% 603
2025
Q4 		$209K Sell
9,091
-1,000
-10% -$23.1K ﹤0.01% 615
2025
Q3 		$233K Buy
10,091
+696
+7% +$16K ﹤0.01% 595
2025
Q2 		$216K Sell
9,395
-1,147
-11% -$26.1K ﹤0.01% 608
2025
Q1 		$242K Buy
10,542
+1,362
+15% +$30.9K ﹤0.01% 559
2024
Q4 		$211K Buy
9,180
+145
+2% +$3.31K ﹤0.01% 588
2024
Q3 		$212K Buy
9,035
+29
+0.3% +$671 ﹤0.01% 575
2024
Q2 		$203K Buy
+9,006
New +$202K ﹤0.01% 547
2022
Q1 		– Sell
-7,638
Closed -$204K – 454
2021
Q4 		$204K Sell
7,638
-23
-0.3% -$609 0.01% 565
2021
Q3 		$203K Sell
7,661
-333
-4% -$8.92K 0.01% 262
2021
Q2 		$213K Sell
7,994
-341
-4% -$9K 0.01% 229
2021
Q1 		$218K Buy
8,335
+341
+4% +$9.11K 0.01% 209
2020
Q4 		$218K Hold
7,994
– – 0.02% 216
2020
Q3 		$223K Hold
7,994
– – 0.03% 145
2020
Q2 		$224K Buy
+7,994
New +$224K 0.04% 144

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

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

Modera Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 5.3% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,724 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Modera Wealth Management first reported a position in GOVT in Q2 2020 and has held it in 16 quarters since. The position peaked at $242K in Q1 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Modera Wealth Management held 9,724 shares of iShares US Treasury Bond ETF worth $222K as of Q2 2026.
  • Modera Wealth Management bought 493 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $11.2K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #612 holding.
  • Modera Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • Modera Wealth Management's iShares US Treasury Bond ETF position peaked at $242K in Q1 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.