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Pension & Wealth Management Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pension & Wealth Management 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 		$5.79K Hold
254
– – ﹤0.01% 461
2026
Q1 		$5.83K Buy
+254
New +$5.86K ﹤0.01% 424

Other funds holding GOVT

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pension & Wealth Management Advisors's GOVT Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 254 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Pension & Wealth Management Advisors first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.83K in Q1 2026. 923 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Pension & Wealth Management Advisors held 254 shares of iShares US Treasury Bond ETF worth $5.79K as of Q2 2026.
  • Pension & Wealth Management Advisors left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #461 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Pension & Wealth Management Advisors's iShares US Treasury Bond ETF position peaked at $5.83K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.