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Third View Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Third View Private Wealth’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 		$473K Sell
20,775
-1,393
-6% -$31.7K 0.06% 190
2026
Q1 		$508K Sell
22,168
-3,406
-13% -$78.5K 0.07% 165
2025
Q4 		$589K Buy
+25,574
New +$592K 0.08% 161

Other funds holding GOVT

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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

Third View Private Wealth's GOVT Position: Q2 2026 in Review

Third View Private Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 6.3% in Q2 2026, selling an estimated $31.7K and leaving 20,775 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #190.

Third View Private Wealth first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $589K in Q4 2025. 636 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Third View Private Wealth held 20,775 shares of iShares US Treasury Bond ETF worth $473K as of Q2 2026.
  • Third View Private Wealth sold 1,393 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $31.7K.
  • iShares US Treasury Bond ETF made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #190 holding.
  • Third View Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's iShares US Treasury Bond ETF position peaked at $589K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.