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

ShoreHaven 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	$6.19M	Buy	271,524 +161,046	+146%	+$3.67M	1.95%	13
2026 Q1	$2.53M	Buy	+110,478	New	+$2.55M	0.91%	29
2023 Q2	–	Sell	-25,755	Closed	-$602K	–	71
2023 Q1	$602K	Buy	+25,755	New	+$595K	0.42%	44
2022 Q4	–	Sell	-41,694	Closed	-$948K	–	80
2022 Q3	$948K	Buy	+41,694	New	+$988K	0.72%	34
2022 Q2	–	Sell	-54,196	Closed	-$1.35M	–	79
2022 Q1	$1.35M	Buy	+54,196	New	+$1.39M	0.71%	35

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

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

ShoreHaven Wealth Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 146% in Q2 2026, buying an estimated $3.67M and bringing the position to 271,524 shares worth $6.19M. The position accounts for 1.95% of the portfolio, ranked #13.

ShoreHaven Wealth Partners first reported a position in GOVT in Q1 2022 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

ShoreHaven Wealth Partners held 271,524 shares of iShares US Treasury Bond ETF worth $6.19M as of Q2 2026.
ShoreHaven Wealth Partners bought 161,046 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3.67M.
iShares US Treasury Bond ETF made up 1.95% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #13 holding.
ShoreHaven Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 5 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.