Modera Wealth Management
GOVT icon

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
Q3 		$220K Buy
10,040
+316
+3% +$7.08K ﹤0.01% 641
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% -$23.2K ﹤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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Modera Wealth Management's GOVT Position: Q3 2026 in Review

Modera Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 3.2% in Q3 2026, buying an estimated $7.08K and bringing the position to 10,040 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Modera Wealth Management first reported a position in GOVT in Q2 2020 and has held it in 17 quarters since. The position peaked at $242K in Q1 2025. 421 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Modera Wealth Management held 10,040 shares of iShares US Treasury Bond ETF worth $220K as of Q3 2026.
  • Modera Wealth Management bought 316 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $7.08K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q3 2026, its #641 holding.
  • Modera Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 17 quarters since.
  • Modera Wealth Management's iShares US Treasury Bond ETF position peaked at $242K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.