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

National Wealth Management Group’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	$1.82M	Sell	80,097 -4,733	-6%	-$108K	0.56%	52
2026 Q1	$1.94M	Buy	84,830 +37,509	+79%	+$865K	0.72%	35
2025 Q4	$1.09M	Buy	47,321 +4,627	+11%	+$107K	0.38%	57
2025 Q3	$987K	Buy	42,694 +589	+1%	+$13.5K	0.37%	56
2025 Q2	$968K	Buy	42,105 +1,087	+3%	+$24.8K	0.54%	37
2025 Q1	$943K	Buy	41,018 +5,577	+16%	+$126K	0.62%	33
2024 Q4	$814K	Buy	35,441 +2,151	+6%	+$49.1K	0.54%	43
2024 Q3	$781K	Buy	33,290 +3,563	+12%	+$82.5K	0.53%	45
2024 Q2	$671K	Buy	29,727 +2,951	+11%	+$66.2K	0.51%	48
2024 Q1	$610K	Buy	26,776 +3,311	+14%	+$75.3K	0.47%	49
2023 Q4	$541K	Buy	23,465 +3,737	+19%	+$83.2K	0.52%	51
2023 Q3	$435K	Sell	19,728 -39	-0.2%	-$878	0.47%	68
2023 Q2	$448K	Buy	19,767 +399	+2%	+$9.26K	0.47%	67
2023 Q1	$453K	Buy	+19,368	New	+$447K	0.52%	54

Other funds holding GOVT

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

MIM

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

National Wealth Management Group's GOVT Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 5.6% in Q2 2026, selling an estimated $108K and leaving 80,097 shares worth $1.82M. The position accounts for 0.56% of the portfolio, ranked #52.

National Wealth Management Group first reported a position in GOVT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.94M in Q1 2026. 247 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

National Wealth Management Group held 80,097 shares of iShares US Treasury Bond ETF worth $1.82M as of Q2 2026.
National Wealth Management Group sold 4,733 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares US Treasury Bond ETF made up 0.56% of National Wealth Management Group's portfolio in Q2 2026, its #52 holding.
National Wealth Management Group first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
National Wealth Management Group's iShares US Treasury Bond ETF position peaked at $1.94M in Q1 2026.
247 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.