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

Shira Ridge 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	$4.45M	Buy	195,392 +5,699	+3%	+$130K	1.55%	19
2026 Q1	$4.35M	Buy	189,693 +34,065	+22%	+$785K	1.72%	17
2025 Q4	$3.58M	Buy	155,628 +63,020	+68%	+$1.46M	1.44%	21
2025 Q3	$2.14M	Sell	92,608 -16,825	-15%	-$386K	0.91%	25
2025 Q2	$2.51M	Sell	109,433 -7,163	-6%	-$163K	1.15%	24
2025 Q1	$2.68M	Sell	116,596 -14,699	-11%	-$333K	1.34%	21
2024 Q4	$3.02M	Buy	131,295 +32,140	+32%	+$733K	1.48%	20
2024 Q3	$2.33M	Buy	+99,155	New	+$2.3M	1.19%	21

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

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Shira Ridge Wealth Management's GOVT Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 3% in Q2 2026, buying an estimated $130K and bringing the position to 195,392 shares worth $4.45M. The position accounts for 1.55% of the portfolio, ranked #19.

Shira Ridge Wealth Management first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Shira Ridge Wealth Management held 195,392 shares of iShares US Treasury Bond ETF worth $4.45M as of Q2 2026.
Shira Ridge Wealth Management bought 5,699 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $130K.
iShares US Treasury Bond ETF made up 1.55% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #19 holding.
Shira Ridge Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.