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

One Wealth Advisors’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 		$13.3M Buy
583,146
+37,461
+7% +$853K 1.47% 18
2026
Q1 		$12.5M Buy
545,685
+456,808
+514% +$10.5M 1.56% 18
2025
Q4 		$2.05M Buy
88,877
+9,721
+12% +$225K 0.25% 68
2025
Q3 		$1.83M Buy
79,156
+11,759
+17% +$270K 0.23% 71
2025
Q2 		$1.55M Buy
67,397
+6,075
+10% +$138K 0.22% 73
2025
Q1 		$1.41M Buy
61,322
+2,758
+5% +$62.5K 0.21% 75
2024
Q4 		$1.35M Buy
58,564
+4,372
+8% +$99.7K 0.2% 75
2024
Q3 		$1.27M Buy
+54,192
New +$1.25M 0.2% 70
2024
Q2 		– Sell
-53,688
Closed -$1.22M – 245
2024
Q1 		$1.22M Sell
53,688
-10,820
-17% -$246K 0.21% 70
2023
Q4 		$1.49M Sell
64,508
-49,284
-43% -$1.1M 0.29% 55
2023
Q3 		$2.51M Sell
113,792
-289,915
-72% -$6.53M 0.56% 40
2023
Q2 		$9.24M Buy
403,707
+8,642
+2% +$200K 1.95% 14
2023
Q1 		$9.24M Buy
395,065
+155,761
+65% +$3.6M 2.13% 13
2022
Q4 		$5.44M Sell
239,304
-382,479
-62% -$8.69M 1.24% 19
2022
Q3 		$14.2M Buy
621,783
+191,323
+44% +$4.53M 4.63% 4
2022
Q2 		$10.3M Sell
430,460
-13,419
-3% -$323K 2.75% 8
2022
Q1 		$11.1M Buy
443,879
+47,216
+12% +$1.21M 2.71% 8
2021
Q4 		$10.6M Buy
396,663
+123,571
+45% +$3.27M 2.68% 9
2021
Q3 		$7.25M Sell
273,092
-79,067
-22% -$2.12M 2.12% 14
2021
Q2 		$9.37M Buy
352,159
+116,295
+49% +$3.07M 2.97% 10
2021
Q1 		$6.18M Buy
235,864
+200,790
+572% +$5.37M 2.37% 12
2020
Q4 		$955K Buy
35,074
+27,680
+374% +$764K 0.52% 16
2020
Q3 		$207K Sell
7,394
-1,667
-18% -$46.7K 0.14% 79
2020
Q2 		$254K Sell
9,061
-21,913
-71% -$613K 0.2% 62
2020
Q1 		$868K Buy
+30,974
New +$831K 0.86% 13

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

One Wealth Advisors's GOVT Position: Q2 2026 in Review

One Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 6.9% in Q2 2026, buying an estimated $853K and bringing the position to 583,146 shares worth $13.3M. The position accounts for 1.47% of the portfolio, ranked #18.

One Wealth Advisors first reported a position in GOVT in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.2M in Q3 2022. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • One Wealth Advisors held 583,146 shares of iShares US Treasury Bond ETF worth $13.3M as of Q2 2026.
  • One Wealth Advisors bought 37,461 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $853K.
  • iShares US Treasury Bond ETF made up 1.47% of One Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • One Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • One Wealth Advisors's iShares US Treasury Bond ETF position peaked at $14.2M in Q3 2022.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.