Shared Vision Wealth Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Shared Vision Wealth Group’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	$7.9M	Buy	346,706 +2,189	+0.6%	+$49.9K	2.72%	6
2026 Q1	$7.89M	Buy	344,517 +185,890	+117%	+$4.29M	3.22%	5
2025 Q4	$3.66M	Sell	158,627 -277	-0.2%	-$6.41K	1.48%	17
2025 Q3	$3.71M	Buy	158,904 +871	+0.6%	+$20K	1.57%	16
2025 Q2	$3.61M	Buy	158,033 +41,000	+35%	+$934K	1.8%	14
2025 Q1	$2.69M	Buy	117,033 +1,354	+1%	+$30.7K	1.47%	16
2024 Q4	$2.66M	Sell	115,679 -2,340	-2%	-$53.4K	1.4%	16
2024 Q3	$2.77M	Buy	118,019 +11,575	+11%	+$268K	1.48%	16
2024 Q2	$2.4M	Buy	106,444 +4,398	+4%	+$98.6K	1.4%	16
2024 Q1	$2.32M	Sell	102,046 -2,837	-3%	-$64.5K	1.45%	16
2023 Q4	$2.42M	Buy	+104,883	New	+$2.33M	1.61%	12

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

Shared Vision Wealth Group's GOVT Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares US Treasury Bond ETF (GOVT) stake by 0.64% in Q2 2026, buying an estimated $49.9K and bringing the position to 346,706 shares worth $7.9M. The position accounts for 2.72% of the portfolio, ranked #6.

Shared Vision Wealth Group first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Shared Vision Wealth Group held 346,706 shares of iShares US Treasury Bond ETF worth $7.9M as of Q2 2026.
Shared Vision Wealth Group bought 2,189 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $49.9K.
iShares US Treasury Bond ETF made up 2.72% of Shared Vision Wealth Group's portfolio in Q2 2026, its #6 holding.
Shared Vision Wealth Group first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.