PWG
GOVT icon

Portside Wealth Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Portside Wealth Group’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 		$4.96M Buy
217,927
+7,176
+3% +$163K 0.58% 37
2026
Q1 		$4.83M Buy
210,751
+1,605
+0.8% +$37K 0.65% 32
2025
Q4 		$4.82M Buy
209,146
+11,126
+6% +$258K 0.65% 31
2025
Q3 		$4.58M Sell
198,020
-84,259
-30% -$1.93M 0.63% 30
2025
Q2 		$6.49M Buy
282,279
+3,842
+1% +$87.5K 0.96% 19
2025
Q1 		$6.4M Buy
278,437
+15,403
+6% +$349K 1.04% 15
2024
Q4 		$6.04M Buy
263,034
+22,617
+9% +$516K 1% 19
2024
Q3 		$5.64M Buy
240,417
+25,596
+12% +$593K 0.96% 22
2024
Q2 		$4.85M Sell
214,821
-3,488
-2% -$78.2K 0.92% 23
2024
Q1 		$4.97M Buy
218,309
+2,884
+1% +$65.6K 0.92% 23
2023
Q4 		$4.96M Sell
215,425
-5,347
-2% -$119K 0.92% 23
2023
Q3 		$4.86M Buy
220,772
+6,165
+3% +$139K 0.92% 27
2023
Q2 		$4.91M Buy
+214,607
New +$4.98M 0.91% 26

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Portside Wealth Group's GOVT Position: Q2 2026 in Review

Portside Wealth Group increased its iShares US Treasury Bond ETF (GOVT) stake by 3.4% in Q2 2026, buying an estimated $163K and bringing the position to 217,927 shares worth $4.96M. The position accounts for 0.58% of the portfolio, ranked #37.

Portside Wealth Group first reported a position in GOVT in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.49M in Q2 2025. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Portside Wealth Group held 217,927 shares of iShares US Treasury Bond ETF worth $4.96M as of Q2 2026.
  • Portside Wealth Group bought 7,176 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares US Treasury Bond ETF made up 0.58% of Portside Wealth Group's portfolio in Q2 2026, its #37 holding.
  • Portside Wealth Group first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's iShares US Treasury Bond ETF position peaked at $6.49M in Q2 2025.
  • 215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.