Retirement Wealth Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Retirement Wealth Solutions’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	$1.08M	Buy	47,299 +7,261	+18%	+$165K	0.59%	34
2026 Q1	$917K	Buy	40,038 +36,363	+989%	+$838K	0.58%	32
2025 Q4	$84.6K	Buy	3,675 +87	+2%	+$2.01K	0.05%	73
2025 Q3	$82.9K	Buy	3,588 +45	+1%	+$1.03K	0.05%	72
2025 Q2	$81.4K	Buy	3,543 +348	+11%	+$7.92K	0.06%	67
2025 Q1	$73.4K	Buy	3,195 +515	+19%	+$11.7K	0.06%	64
2024 Q4	$59.7K	Buy	+2,680	New	+$61.1K	0.05%	75

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

Retirement Wealth Solutions's GOVT Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares US Treasury Bond ETF (GOVT) stake by 18% in Q2 2026, buying an estimated $165K and bringing the position to 47,299 shares worth $1.08M. The position accounts for 0.59% of the portfolio, ranked #34.

Retirement Wealth Solutions first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Retirement Wealth Solutions held 47,299 shares of iShares US Treasury Bond ETF worth $1.08M as of Q2 2026.
Retirement Wealth Solutions bought 7,261 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $165K.
iShares US Treasury Bond ETF made up 0.59% of Retirement Wealth Solutions's portfolio in Q2 2026, its #34 holding.
Retirement Wealth Solutions first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.