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GOVT icon

NWAM LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

NWAM LLC’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 		$1.65M Buy
72,644
+765
+1% +$17.4K 0.08% 234
2026
Q1 		$1.65M Buy
71,879
+19,646
+38% +$453K 0.09% 204
2025
Q4 		$1.2M Buy
52,233
+24,167
+86% +$559K 0.07% 251
2025
Q3 		$653K Buy
28,066
+14,810
+112% +$340K 0.04% 358
2025
Q2 		$303K Sell
13,256
-9,485
-42% -$216K 0.02% 505
2025
Q1 		$523K Buy
22,741
+6,645
+41% +$151K 0.05% 305
2024
Q4 		$370K Buy
+16,096
New +$367K 0.02% 440
2023
Q3 		– Sell
-39,416
Closed -$903K – 517
2023
Q2 		$903K Sell
39,416
-167,613
-81% -$3.89M 0.07% 240
2023
Q1 		$4.84M Buy
207,029
+52,832
+34% +$1.22M 0.49% 43
2022
Q4 		$3.5M Sell
154,197
-120,022
-44% -$2.73M 0.31% 93
2022
Q3 		$6.24M Buy
274,219
+75,499
+38% +$1.79M 0.6% 30
2022
Q2 		$4.79M Sell
198,720
-95,126
-32% -$2.29M 0.44% 52
2022
Q1 		$7.32M Sell
293,846
-27,398
-9% -$702K 0.56% 34
2021
Q4 		$8.57M Buy
321,244
+31,673
+11% +$839K 0.68% 27
2021
Q3 		$7.68M Sell
289,571
-126,638
-30% -$3.39M 0.7% 23
2021
Q2 		$11.1M Buy
416,209
+20,679
+5% +$546K 1.03% 13
2021
Q1 		$10.4M Buy
395,530
+125,721
+47% +$3.36M 1.03% 13
2020
Q4 		$7.35M Buy
+269,809
New +$7.44M 0.84% 18
2020
Q3 		– Sell
-196,505
Closed -$5.5M – 304
2020
Q2 		$5.5M Buy
+196,505
New +$5.5M 0.77% 21

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

NWAM LLC's GOVT Position: Q2 2026 in Review

NWAM LLC increased its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q2 2026, buying an estimated $17.4K and bringing the position to 72,644 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #234.

NWAM LLC first reported a position in GOVT in Q2 2020 and has held it in 19 quarters since. The position peaked at $11.1M in Q2 2021. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • NWAM LLC held 72,644 shares of iShares US Treasury Bond ETF worth $1.65M as of Q2 2026.
  • NWAM LLC bought 765 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $17.4K.
  • iShares US Treasury Bond ETF made up 0.08% of NWAM LLC's portfolio in Q2 2026, its #234 holding.
  • NWAM LLC first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • NWAM LLC's iShares US Treasury Bond ETF position peaked at $11.1M in Q2 2021.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.