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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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. 166 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.
  • 166 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.