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

NewEdge 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	$227K	Buy	9,962 +862	+9%	+$19.6K	﹤0.01%	1142
2026 Q1	$208K	Buy	+9,100	New	+$210K	﹤0.01%	1079
2025 Q4	–	Sell	-8,808	Closed	-$203K	–	1197
2025 Q3	$203K	Sell	8,808 -2,963	-25%	-$67.9K	﹤0.01%	990
2025 Q2	$270K	Buy	11,771 +1,523	+15%	+$34.7K	﹤0.01%	861
2025 Q1	$236K	Sell	10,248 -312	-3%	-$7.07K	﹤0.01%	843
2024 Q4	$243K	Sell	10,560 -14,425	-58%	-$329K	﹤0.01%	826
2024 Q3	$586K	Buy	+24,985	New	+$579K	0.01%	584
2024 Q2	–	Sell	-9,794	Closed	-$218K	–	790
2024 Q1	$218K	Buy	+9,794	New	+$223K	﹤0.01%	750
2023 Q3	–	Sell	-16,930	Closed	-$388K	–	655
2023 Q2	$388K	Buy	+16,930	New	+$393K	0.01%	501
2023 Q1	–	Sell	-9,129	Closed	-$207K	–	628
2022 Q4	$207K	Sell	9,129 -834	-8%	-$19K	0.01%	512
2022 Q3	$227K	Buy	+9,963	New	+$236K	0.01%	474

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

NewEdge Wealth's GOVT Position: Q2 2026 in Review

NewEdge Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 9.5% in Q2 2026, buying an estimated $19.6K and bringing the position to 9,962 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

NewEdge Wealth first reported a position in GOVT in Q3 2022 and has held it in 11 quarters since. The position peaked at $586K in Q3 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

NewEdge Wealth held 9,962 shares of iShares US Treasury Bond ETF worth $227K as of Q2 2026.
NewEdge Wealth bought 862 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $19.6K.
iShares US Treasury Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1142 holding.
NewEdge Wealth first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 11 quarters since.
NewEdge Wealth's iShares US Treasury Bond ETF position peaked at $586K in Q3 2024.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.