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GOVT icon

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

SteelPeak Wealth’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 		$23.9M Buy
1,050,429
+52,221
+5% +$1.19M 0.62% 31
2026
Q1 		$22.9M Buy
998,208
+775,299
+348% +$17.9M 0.7% 33
2025
Q4 		$5.13M Buy
222,909
+22,482
+11% +$520K 0.17% 101
2025
Q3 		$4.63M Buy
200,427
+20,041
+11% +$460K 0.15% 105
2025
Q2 		$4.15M Sell
180,386
-744
-0.4% -$16.9K 0.16% 111
2025
Q1 		$4.16M Buy
181,130
+8,087
+5% +$183K 0.17% 112
2024
Q4 		$3.98M Buy
173,043
+24,527
+17% +$560K 0.16% 109
2024
Q3 		$3.48M Buy
148,516
+5,934
+4% +$137K 0.15% 112
2024
Q2 		$3.22M Buy
142,582
+441
+0.3% +$9.89K 0.15% 110
2024
Q1 		$3.24M Buy
142,141
+35,344
+33% +$803K 0.16% 116
2023
Q4 		$2.46M Sell
106,797
-134,981
-56% -$3M 0.14% 117
2023
Q3 		$5.33M Sell
241,778
-490,219
-67% -$11M 0.33% 68
2023
Q2 		$16.8M Buy
731,997
+6,239
+0.9% +$145K 0.99% 24
2023
Q1 		$17M Buy
725,758
+87,575
+14% +$2.02M 1.15% 20
2022
Q4 		$14.5M Sell
638,183
-651,068
-50% -$14.8M 1.06% 20
2022
Q3 		$29.3M Buy
1,289,251
+305,908
+31% +$7.25M 2.18% 9
2022
Q2 		$23.5M Sell
983,343
-22,950
-2% -$552K 1.69% 13
2022
Q1 		$25.1M Buy
1,006,293
+168,995
+20% +$4.33M 1.42% 15
2021
Q4 		$22.3M Buy
837,298
+12,498
+2% +$331K 1.26% 17
2021
Q3 		$21.9M Sell
824,800
-326,816
-28% -$8.75M 1.45% 13
2021
Q2 		$30.6M Buy
1,151,616
+49,488
+4% +$1.31M 2.14% 5
2021
Q1 		$28.9M Buy
1,102,128
+90,984
+9% +$2.43M 2.27% 5
2020
Q4 		$27.5M Buy
1,011,144
+32,094
+3% +$885K 2.5% 8
2020
Q3 		$27.4M Buy
979,050
+201,427
+26% +$5.65M 2.94% 6
2020
Q2 		$21.8M Sell
777,623
-564,578
-42% -$15.8M 2.74% 6
2020
Q1 		$37.6M Sell
1,342,201
-13,756
-1% -$369K 5.94% 3
2019
Q4 		$35.2M Buy
+1,355,957
New +$35.4M 4.85% 3

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SteelPeak Wealth's GOVT Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 5.2% in Q2 2026, buying an estimated $1.19M and bringing the position to 1,050,429 shares worth $23.9M. The position accounts for 0.62% of the portfolio, ranked #31.

SteelPeak Wealth first reported a position in GOVT in Q4 2019 and has held it in 27 quarters since. The position peaked at $37.6M in Q1 2020. 184 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • SteelPeak Wealth held 1,050,429 shares of iShares US Treasury Bond ETF worth $23.9M as of Q2 2026.
  • SteelPeak Wealth bought 52,221 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.19M.
  • iShares US Treasury Bond ETF made up 0.62% of SteelPeak Wealth's portfolio in Q2 2026, its #31 holding.
  • SteelPeak Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's iShares US Treasury Bond ETF position peaked at $37.6M in Q1 2020.
  • 184 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.