Oxinas Partners Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Oxinas Partners Wealth 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	$2.33M	Sell	102,424 -56	-0.1%	-$1.27K	0.92%	34
2026 Q1	$2.35M	Buy	+102,480	New	+$2.36M	1.07%	28
2021 Q4	–	Sell	-8,707	Closed	-$231K	–	162
2021 Q3	$231K	Sell	8,707 -4,668	-35%	-$125K	0.13%	134
2021 Q2	$356K	Sell	13,375 -117	-0.9%	-$3.09K	0.2%	108
2021 Q1	$353K	Buy	+13,492	New	+$361K	0.22%	99

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

Oxinas Partners Wealth Management's GOVT Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.05% in Q2 2026, selling an estimated $1.27K and leaving 102,424 shares worth $2.33M. The position accounts for 0.92% of the portfolio, ranked #34.

Oxinas Partners Wealth Management first reported a position in GOVT in Q1 2021 and has held it in 5 quarters since. The position peaked at $2.35M in Q1 2026. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Oxinas Partners Wealth Management held 102,424 shares of iShares US Treasury Bond ETF worth $2.33M as of Q2 2026.
Oxinas Partners Wealth Management sold 56 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.27K.
iShares US Treasury Bond ETF made up 0.92% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #34 holding.
Oxinas Partners Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 5 quarters since.
Oxinas Partners Wealth Management's iShares US Treasury Bond ETF position peaked at $2.35M in Q1 2026.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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