Precision Wealth Strategies’s iShares US Treasury Bond ETF GOVT Stock Holding History

Precision Wealth Strategies’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	$560K	Sell	24,584 -4,577	-16%	-$104K	0.17%	120
2026 Q1	$668K	Sell	29,161 -3,305	-10%	-$76.2K	0.22%	97
2025 Q4	$748K	Sell	32,466 -5,595	-15%	-$130K	0.24%	92
2025 Q3	$880K	Sell	38,061 -702	-2%	-$16.1K	0.29%	68
2025 Q2	$891K	Buy	+38,763	New	+$883K	0.29%	66

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

Precision Wealth Strategies's GOVT Position: Q2 2026 in Review

Precision Wealth Strategies reduced its iShares US Treasury Bond ETF (GOVT) stake by 16% in Q2 2026, selling an estimated $104K and leaving 24,584 shares worth $560K. The position accounts for 0.17% of the portfolio, ranked #120.

Precision Wealth Strategies first reported a position in GOVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $891K in Q2 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Precision Wealth Strategies held 24,584 shares of iShares US Treasury Bond ETF worth $560K as of Q2 2026.
Precision Wealth Strategies sold 4,577 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $104K.
iShares US Treasury Bond ETF made up 0.17% of Precision Wealth Strategies's portfolio in Q2 2026, its #120 holding.
Precision Wealth Strategies first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's iShares US Treasury Bond ETF position peaked at $891K in Q2 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.