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

Pines 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	$1.05M	Buy	46,163 +7,177	+18%	+$163K	0.3%	88
2026 Q1	$893K	Buy	38,986 +270	+0.7%	+$6.22K	0.29%	92
2025 Q4	$891K	Buy	38,716 +1,675	+5%	+$38.8K	0.29%	86
2025 Q3	$856K	Sell	37,041 -899	-2%	-$20.6K	0.29%	89
2025 Q2	$864K	Sell	37,940 -12,330	-25%	-$281K	0.31%	84
2025 Q1	$1.15M	Buy	50,270 +1,466	+3%	+$33.2K	0.53%	44
2024 Q4	$1.09M	Buy	+48,804	New	+$1.11M	0.47%	51

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

Pines Wealth Management's GOVT Position: Q2 2026 in Review

Pines Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 18% in Q2 2026, buying an estimated $163K and bringing the position to 46,163 shares worth $1.05M. The position accounts for 0.3% of the portfolio, ranked #88.

Pines Wealth Management first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Pines Wealth Management held 46,163 shares of iShares US Treasury Bond ETF worth $1.05M as of Q2 2026.
Pines Wealth Management bought 7,177 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $163K.
iShares US Treasury Bond ETF made up 0.3% of Pines Wealth Management's portfolio in Q2 2026, its #88 holding.
Pines Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's iShares US Treasury Bond ETF position peaked at $1.15M in Q1 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.