Summit Wealth Group (Colorado)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Summit Wealth Group (Colorado)’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	$292K	Buy	+12,829	New	+$292K	0.02%	306

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

Summit Wealth Group (Colorado)'s GOVT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 12,829 shares worth $292K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings.

955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Summit Wealth Group (Colorado) held 12,829 shares of iShares US Treasury Bond ETF worth $292K as of Q2 2026.
iShares US Treasury Bond ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
iShares US Treasury Bond ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #306 holding.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.