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

Sagespring 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	$68.1M	Buy	2,987,988 +473,266	+19%	+$10.8M	1.05%	22
2026 Q1	$57.6M	Buy	2,514,722 +2,490,308	+10,200%	+$57.4M	1.05%	24
2025 Q4	$562K	Sell	24,414 -31,010	-56%	-$718K	0.01%	442
2025 Q3	$1.28M	Buy	55,424 +32,482	+142%	+$745K	0.03%	261
2025 Q2	$527K	Buy	22,942 +8,418	+58%	+$192K	0.01%	429
2025 Q1	$334K	Buy	14,524 +152	+1%	+$3.44K	0.01%	479
2024 Q4	$330K	Buy	+14,372	New	+$328K	0.01%	451

Other funds holding GOVT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Sagespring Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 19% in Q2 2026, buying an estimated $10.8M and bringing the position to 2,987,988 shares worth $68.1M. The position accounts for 1.05% of the portfolio, ranked #22.

Sagespring Wealth Partners first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Sagespring Wealth Partners held 2,987,988 shares of iShares US Treasury Bond ETF worth $68.1M as of Q2 2026.
Sagespring Wealth Partners bought 473,266 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $10.8M.
iShares US Treasury Bond ETF made up 1.05% of Sagespring Wealth Partners's portfolio in Q2 2026, its #22 holding.
Sagespring Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
701 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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