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

Syntegra Private 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	$245K	Buy	10,736 +46	+0.4%	+$1.05K	0.02%	183
2026 Q1	$245K	Buy	+10,690	New	+$246K	0.02%	167
2023 Q3	–	Sell	-16,085	Closed	-$368K	–	129
2023 Q2	$368K	Buy	16,085 +431	+3%	+$10K	0.06%	88
2023 Q1	$366K	Buy	15,654 +5,147	+49%	+$119K	0.07%	87
2022 Q4	$239K	Buy	+10,507	New	+$239K	0.05%	95

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Syntegra Private Wealth Group's GOVT Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares US Treasury Bond ETF (GOVT) stake by 0.43% in Q2 2026, buying an estimated $1.05K and bringing the position to 10,736 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #183.

Syntegra Private Wealth Group first reported a position in GOVT in Q4 2022 and has held it in 5 quarters since. The position peaked at $368K in Q2 2023. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Syntegra Private Wealth Group held 10,736 shares of iShares US Treasury Bond ETF worth $245K as of Q2 2026.
Syntegra Private Wealth Group bought 46 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.05K.
iShares US Treasury Bond ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #183 holding.
Syntegra Private Wealth Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 5 quarters since.
Syntegra Private Wealth Group's iShares US Treasury Bond ETF position peaked at $368K in Q2 2023.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.