Stonehaven Wealth & Tax Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.25M	Buy	55,079 +1,112	+2%	+$25.3K	1.01%	25
2026 Q1	$1.24M	Sell	53,967 -1,637	-3%	-$37.7K	1.09%	24
2025 Q4	$1.28M	Sell	55,604 -875	-2%	-$20.3K	1.15%	22
2025 Q3	$1.31M	Buy	56,479 +382	+0.7%	+$8.76K	1.21%	22
2025 Q2	$1.29M	Buy	56,097 +2,775	+5%	+$63.2K	1.26%	22
2025 Q1	$1.23M	Buy	53,322 +14,466	+37%	+$328K	1.29%	22
2024 Q4	$893K	Buy	+38,856	New	+$887K	0.97%	33

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

Stonehaven Wealth & Tax Solutions's GOVT Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares US Treasury Bond ETF (GOVT) stake by 2.1% in Q2 2026, buying an estimated $25.3K and bringing the position to 55,079 shares worth $1.25M. The position accounts for 1.01% of the portfolio, ranked #25.

Stonehaven Wealth & Tax Solutions first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 55,079 shares of iShares US Treasury Bond ETF worth $1.25M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 1,112 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $25.3K.
iShares US Treasury Bond ETF made up 1.01% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #25 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's iShares US Treasury Bond ETF position peaked at $1.31M in Q3 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.