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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Modera Wealth Management's GOVT Position: Q1 2026 in Review

Modera Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 1.5% in Q1 2026, buying an estimated $3.23K and bringing the position to 9,231 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Modera Wealth Management first reported a position in GOVT in Q2 2020 and has held it in 15 quarters since. The position peaked at $242K in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Modera Wealth Management held 9,231 shares of iShares US Treasury Bond ETF worth $211K as of Q1 2026.
Modera Wealth Management bought 140 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $3.23K.
iShares US Treasury Bond ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #603 holding.
Modera Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
Modera Wealth Management's iShares US Treasury Bond ETF position peaked at $242K in Q1 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.