Mowery & Schoenfeld Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Mowery & Schoenfeld 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	–	Sell	-324	Closed	-$7.42K	–	370
2026 Q1	$7.42K	Buy	+324	New	+$7.47K	0.01%	244
2024 Q4	–	Sell	-465	Closed	-$10.9K	–	500
2024 Q3	$10.9K	Buy	+465	New	+$10.8K	0.02%	172

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

Mowery & Schoenfeld Wealth Management's GOVT Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 324 shares — an estimated $7.42K sold.

Mowery & Schoenfeld Wealth Management first reported a position in GOVT in Q3 2024 and held it in 2 quarters. The position peaked at $10.9K in Q3 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Mowery & Schoenfeld Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 324 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $7.42K.
Mowery & Schoenfeld Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
Mowery & Schoenfeld Wealth Management's iShares US Treasury Bond ETF position peaked at $10.9K in Q3 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.