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

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

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. 957 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.
957 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.