Morton Brown Family Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Morton Brown Family 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	$2.57K	Hold	113	–	–	﹤0.01%	253
2026 Q1	$2.59K	Hold	113	–	–	﹤0.01%	244
2025 Q4	$2.6K	Hold	113	–	–	﹤0.01%	244
2025 Q3	$2.61K	Hold	113	–	–	﹤0.01%	234
2025 Q2	$2.6K	Hold	113	–	–	﹤0.01%	265
2025 Q1	$2.6K	Hold	113	–	–	﹤0.01%	267
2024 Q4	$2.6K	Hold	113	–	–	﹤0.01%	223
2024 Q3	$2.65K	Buy	+113	New	+$2.62K	﹤0.01%	218
2024 Q2	–	Sell	-1,333	Closed	-$30.4K	–	227
2024 Q1	$30.4K	Buy	+1,333	New	+$30.3K	0.01%	110

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

Morton Brown Family Wealth's GOVT Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 113 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Morton Brown Family Wealth first reported a position in GOVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $30.4K in Q1 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Morton Brown Family Wealth held 113 shares of iShares US Treasury Bond ETF worth $2.57K as of Q2 2026.
Morton Brown Family Wealth left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #253 holding.
Morton Brown Family Wealth first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Morton Brown Family Wealth's iShares US Treasury Bond ETF position peaked at $30.4K in Q1 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.