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

Mosley 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	$221K	Sell	9,708 -19,912	-67%	-$453K	0.07%	148
2026 Q1	$685K	Buy	29,620 +259	+0.9%	+$5.97K	0.31%	69
2025 Q4	$678K	Buy	+29,361	New	+$680K	0.31%	71
2024 Q4	$598K	Buy	26,490 +1,309	+5%	+$29.9K	0.37%	60
2024 Q3	$577K	Buy	25,181 +605	+2%	+$14K	0.39%	58
2024 Q2	$555K	Sell	24,576 -704	-3%	-$15.8K	0.47%	47
2024 Q1	$576K	Sell	25,280 -18,453	-42%	-$419K	0.54%	44
2023 Q4	$1.01M	Buy	+43,733	New	+$973K	0.99%	22

Other funds holding GOVT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 67% in Q2 2026, selling an estimated $453K and leaving 9,708 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #148.

Mosley Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2023. 636 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Mosley Wealth Management held 9,708 shares of iShares US Treasury Bond ETF worth $221K as of Q2 2026.
Mosley Wealth Management sold 19,912 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $453K.
iShares US Treasury Bond ETF made up 0.07% of Mosley Wealth Management's portfolio in Q2 2026, its #148 holding.
Mosley Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares US Treasury Bond ETF position peaked at $1.01M in Q4 2023.
636 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.