Rialto Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rialto Wealth Management’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	$230K	Buy	10,113 +8,587	+563%	+$196K	0.05%	160
2026 Q1	$35K	Sell	1,526 -2,249	-60%	-$51.8K	0.01%	319
2025 Q4	$86.9K	Sell	3,775 -5,832	-61%	-$135K	0.02%	223
2025 Q3	$222K	Sell	9,607 -16,431	-63%	-$377K	0.06%	144
2025 Q2	$598K	Sell	26,038 -107	-0.4%	-$2.44K	0.17%	89
2025 Q1	$601K	Buy	26,145 +2,452	+10%	+$55.6K	0.19%	85
2024 Q4	$544K	Buy	+23,693	New	+$541K	0.18%	84

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

Rialto Wealth Management's GOVT Position: Q2 2026 in Review

Rialto Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 563% in Q2 2026, buying an estimated $196K and bringing the position to 10,113 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #160.

Rialto Wealth Management first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $601K in Q1 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Rialto Wealth Management held 10,113 shares of iShares US Treasury Bond ETF worth $230K as of Q2 2026.
Rialto Wealth Management bought 8,587 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $196K.
iShares US Treasury Bond ETF made up 0.05% of Rialto Wealth Management's portfolio in Q2 2026, its #160 holding.
Rialto Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares US Treasury Bond ETF position peaked at $601K in Q1 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.