MTM Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

MTM Investment 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	$12K	Buy	527 +5	+1%	+$114	﹤0.01%	505
2026 Q1	$12K	Sell	522 -151	-22%	-$3.48K	﹤0.01%	496
2025 Q4	$15.5K	Buy	673 +8	+1%	+$185	﹤0.01%	474
2025 Q3	$15.4K	Buy	665 +6	+0.9%	+$138	﹤0.01%	485
2025 Q2	$15.1K	Buy	659 +6	+0.9%	+$137	0.01%	490
2025 Q1	$15K	Buy	653 +4	+0.6%	+$91	0.01%	248
2024 Q4	$14.9K	Buy	+649	New	+$14.8K	0.01%	241
2021 Q2	–	Sell	-183	Closed	-$5K	–	263
2021 Q1	$5K	Hold	183	–	–	﹤0.01%	241
2020 Q4	$5K	Buy	+183	New	+$5.05K	﹤0.01%	219

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

MTM Investment Management's GOVT Position: Q2 2026 in Review

MTM Investment Management increased its iShares US Treasury Bond ETF (GOVT) stake by 0.96% in Q2 2026, buying an estimated $114 and bringing the position to 527 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

MTM Investment Management first reported a position in GOVT in Q4 2020 and has held it in 9 quarters since. The position peaked at $15.5K in Q4 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

MTM Investment Management held 527 shares of iShares US Treasury Bond ETF worth $12K as of Q2 2026.
MTM Investment Management bought 5 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $114.
iShares US Treasury Bond ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #505 holding.
MTM Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 9 quarters since.
MTM Investment Management's iShares US Treasury Bond ETF position peaked at $15.5K in Q4 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.