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

SIMA 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	$78.2K	Sell	3,435 -739	-18%	-$16.8K	0.06%	71
2026 Q1	$95.6K	Sell	4,174 -489	-10%	-$11.3K	0.07%	65
2025 Q4	$107K	Sell	4,663 -2,020	-30%	-$46.8K	0.08%	64
2025 Q3	$155K	Sell	6,683 -335	-5%	-$7.68K	0.12%	55
2025 Q2	$161K	Sell	7,018 -1,850	-21%	-$42.1K	0.13%	53
2025 Q1	$204K	Sell	8,868 -2,432	-22%	-$55.1K	0.17%	49
2024 Q4	$260K	Buy	11,300 +1	+0%	+$23	0.22%	43
2024 Q3	$265K	Hold	11,299	–	–	0.23%	42
2024 Q2	$255K	Buy	+11,299	New	+$253K	0.24%	40

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

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

SIMA Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 18% in Q2 2026, selling an estimated $16.8K and leaving 3,435 shares worth $78.2K. The position accounts for 0.06% of the portfolio, ranked #71.

SIMA Wealth Partners first reported a position in GOVT in Q2 2024 and has held it in 9 quarters since. The position peaked at $265K in Q3 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

SIMA Wealth Partners held 3,435 shares of iShares US Treasury Bond ETF worth $78.2K as of Q2 2026.
SIMA Wealth Partners sold 739 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $16.8K.
iShares US Treasury Bond ETF made up 0.06% of SIMA Wealth Partners's portfolio in Q2 2026, its #71 holding.
SIMA Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares US Treasury Bond ETF position peaked at $265K in Q3 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.