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

Quotient 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 		$659K Buy
28,950
+3,129
+12% +$71.3K 0.02% 175
2026
Q1 		$592K Buy
25,821
+8,020
+45% +$185K 0.02% 174
2025
Q4 		$410K Sell
17,801
-2,957
-14% -$68.5K 0.01% 229
2025
Q3 		$480K Sell
20,758
-1,445
-7% -$33.1K 0.01% 198
2025
Q2 		$510K Sell
22,203
-887
-4% -$20.2K 0.02% 188
2025
Q1 		$531K Sell
23,090
-434
-2% -$9.84K 0.02% 170
2024
Q4 		$541K Buy
23,524
+343
+1% +$7.83K 0.02% 158
2024
Q3 		$544K Sell
23,181
-33,590
-59% -$778K 0.02% 166
2024
Q2 		$1.28M Sell
56,771
-64,330
-53% -$1.44M 0.04% 86
2024
Q1 		$2.76M Sell
121,101
-783,319
-87% -$17.8M 0.1% 63
2023
Q4 		$20.8M Buy
+904,420
New +$20.1M 0.81% 25

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

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

Quotient Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q2 2026, buying an estimated $71.3K and bringing the position to 28,950 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #175.

Quotient Wealth Partners first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.8M in Q4 2023. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Quotient Wealth Partners held 28,950 shares of iShares US Treasury Bond ETF worth $659K as of Q2 2026.
  • Quotient Wealth Partners bought 3,129 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $71.3K.
  • iShares US Treasury Bond ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Quotient Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's iShares US Treasury Bond ETF position peaked at $20.8M in Q4 2023.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.