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

Prasad Wealth Partners’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	$244K	Sell	10,706 -248	-2%	-$5.65K	0.06%	137
2026 Q1	$251K	Buy	10,954 +16	+0.1%	+$369	0.07%	120
2025 Q4	$252K	Sell	10,938 -4,883	-31%	-$113K	0.07%	122
2025 Q3	$366K	Sell	15,821 -2	-0%	-$46	0.1%	92
2025 Q2	$364K	Sell	15,823 -11,559	-42%	-$263K	0.11%	83
2025 Q1	$629K	Sell	27,382 -273,015	-91%	-$6.19M	0.21%	58
2024 Q4	$6.9M	Buy	+300,397	New	+$6.85M	2.23%	19

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

Prasad Wealth Partners's GOVT Position: Q2 2026 in Review

Prasad Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.3% in Q2 2026, selling an estimated $5.65K and leaving 10,706 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #137.

Prasad Wealth Partners first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.9M in Q4 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Prasad Wealth Partners held 10,706 shares of iShares US Treasury Bond ETF worth $244K as of Q2 2026.
Prasad Wealth Partners sold 248 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $5.65K.
iShares US Treasury Bond ETF made up 0.06% of Prasad Wealth Partners's portfolio in Q2 2026, its #137 holding.
Prasad Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's iShares US Treasury Bond ETF position peaked at $6.9M in Q4 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.