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

Summit Wealth Group’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 		$1.5M Sell
65,784
-728
-1% -$16.6K 0.31% 46
2026
Q1 		$1.52M Sell
66,512
-626
-0.9% -$14.4K 0.35% 42
2025
Q4 		$1.55M Sell
67,138
-713
-1% -$16.5K 0.36% 40
2025
Q3 		$1.57M Sell
67,851
-4,567
-6% -$105K 0.38% 39
2025
Q2 		$1.66M Sell
72,418
-1,191
-2% -$27.1K 0.43% 39
2025
Q1 		$1.69M Buy
73,609
+2,686
+4% +$60.9K 0.49% 34
2024
Q4 		$1.63M Buy
70,923
+28,614
+68% +$653K 0.47% 34
2024
Q3 		$992K Buy
42,309
+3,389
+9% +$78.5K 0.29% 46
2024
Q2 		$878K Sell
38,920
-2,561
-6% -$57.4K 0.26% 44
2024
Q1 		$945K Buy
41,481
+1,939
+5% +$44.1K 0.64% 21
2023
Q4 		$911K Sell
39,542
-306
-0.8% -$6.81K 0.71% 20
2023
Q3 		$878K Buy
39,848
+543
+1% +$12.2K 0.78% 19
2023
Q2 		$900K Buy
39,305
+37,209
+1,775% +$863K 0.36% 36
2023
Q1 		$49K Sell
2,096
-45,378
-96% -$1.05M 1.17% 17
2022
Q4 		$1.08M Sell
47,474
-6,386
-12% -$145K 1.14% 18
2022
Q3 		$1.23M Buy
53,860
+5,697
+12% +$135K 1.45% 12
2022
Q2 		$1.15M Buy
48,163
+2,094
+5% +$50.4K 1.36% 12
2022
Q1 		$1.15M Buy
46,069
+2,684
+6% +$68.7K 1.2% 13
2021
Q4 		$1.16M Buy
+43,385
New +$1.15M 1.32% 14
2021
Q3 		– Sell
-16,835
Closed -$448K – 122
2021
Q2 		$448K Buy
16,835
+11,183
+198% +$295K 0.67% 15
2021
Q1 		$148K Buy
+5,652
New +$151K 0.24% 24

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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's GOVT Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q2 2026, selling an estimated $16.6K and leaving 65,784 shares worth $1.5M. The position accounts for 0.31% of the portfolio, ranked #46.

Summit Wealth Group first reported a position in GOVT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.69M in Q1 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Summit Wealth Group held 65,784 shares of iShares US Treasury Bond ETF worth $1.5M as of Q2 2026.
  • Summit Wealth Group sold 728 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $16.6K.
  • iShares US Treasury Bond ETF made up 0.31% of Summit Wealth Group's portfolio in Q2 2026, its #46 holding.
  • Summit Wealth Group first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Summit Wealth Group's iShares US Treasury Bond ETF position peaked at $1.69M in Q1 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.