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

Sculati 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	$457K	Buy	20,206 +2,692	+15%	+$61.3K	0.15%	90
2026 Q1	$401K	Buy	17,514 +2,945	+20%	+$67.9K	0.15%	91
2025 Q4	$335K	Buy	14,569 +1,984	+16%	+$45.9K	0.12%	98
2025 Q3	$291K	Buy	+12,585	New	+$289K	0.1%	107

Other funds holding GOVT

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

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

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

Sculati Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 15% in Q2 2026, buying an estimated $61.3K and bringing the position to 20,206 shares worth $457K. The position accounts for 0.15% of the portfolio, ranked #90.

Sculati Wealth Management first reported a position in GOVT in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Sculati Wealth Management held 20,206 shares of iShares US Treasury Bond ETF worth $457K as of Q2 2026.
Sculati Wealth Management bought 2,692 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $61.3K.
iShares US Treasury Bond ETF made up 0.15% of Sculati Wealth Management's portfolio in Q2 2026, its #90 holding.
Sculati Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.