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

Strategic 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	$34.9K	Sell	1,534 -416	-21%	-$9.47K	﹤0.01%	616
2026 Q1	$44.7K	Hold	1,950	–	–	﹤0.01%	535
2025 Q4	$44.9K	Buy	1,950 +202	+12%	+$4.68K	﹤0.01%	538
2025 Q3	$40.4K	Buy	1,748 +295	+20%	+$6.76K	﹤0.01%	595
2025 Q2	$33.4K	Buy	+1,453	New	+$33.1K	﹤0.01%	567
2023 Q2	–	Sell	-17,035	Closed	-$398K	–	291
2023 Q1	$398K	Sell	17,035 -4,769	-22%	-$110K	0.06%	191
2022 Q4	$495K	Sell	21,804 -41,997	-66%	-$955K	0.09%	171
2022 Q3	$1.45M	Buy	+63,801	New	+$1.51M	0.31%	105
2019 Q4	–	Sell	-1,139	Closed	-$30	–	276
2019 Q3	$30	Buy	+1,139	New	+$29.7K	﹤0.01%	338

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

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

Strategic Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 21% in Q2 2026, selling an estimated $9.47K and leaving 1,534 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Strategic Wealth Partners first reported a position in GOVT in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.45M in Q3 2022. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Strategic Wealth Partners held 1,534 shares of iShares US Treasury Bond ETF worth $34.9K as of Q2 2026.
Strategic Wealth Partners sold 416 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $9.47K.
iShares US Treasury Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #616 holding.
Strategic Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 9 quarters since.
Strategic Wealth Partners's iShares US Treasury Bond ETF position peaked at $1.45M in Q3 2022.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.