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

One Wealth Capital 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	$3.94M	Buy	172,812 +72,894	+73%	+$1.66M	1.11%	21
2026 Q1	$2.29M	Buy	99,918 +79,211	+383%	+$1.83M	1%	26
2025 Q4	$477K	Buy	20,707 +2,537	+14%	+$58.7K	0.2%	66
2025 Q3	$420K	Buy	18,170 +2,212	+14%	+$50.7K	0.19%	65
2025 Q2	$367K	Buy	15,958 +563	+4%	+$12.8K	0.17%	68
2025 Q1	$354K	Sell	15,395 -1,575	-9%	-$35.7K	0.19%	68
2024 Q4	$390K	Buy	+16,970	New	+$387K	0.2%	63

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

One Wealth Capital Management's GOVT Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares US Treasury Bond ETF (GOVT) stake by 73% in Q2 2026, buying an estimated $1.66M and bringing the position to 172,812 shares worth $3.94M. The position accounts for 1.11% of the portfolio, ranked #21.

One Wealth Capital Management first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

One Wealth Capital Management held 172,812 shares of iShares US Treasury Bond ETF worth $3.94M as of Q2 2026.
One Wealth Capital Management bought 72,894 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.66M.
iShares US Treasury Bond ETF made up 1.11% of One Wealth Capital Management's portfolio in Q2 2026, its #21 holding.
One Wealth Capital Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.