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Topel & Distasi Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Topel & Distasi Wealth Management’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 		$15.7M Buy
687,708
+36,236
+6% +$825K 7.56% 4
2026
Q1 		$14.9M Buy
651,472
+11,747
+2% +$271K 7.71% 4
2025
Q4 		$14.7M Buy
639,725
+59,658
+10% +$1.38M 7.19% 4
2025
Q3 		$13.4M Buy
580,067
+20,540
+4% +$471K 6.62% 4
2025
Q2 		$12.9M Buy
559,527
+5,641
+1% +$128K 6.74% 4
2025
Q1 		$12.7M Buy
553,886
+15,758
+3% +$357K 5.94% 4
2024
Q4 		$12.4M Buy
538,128
+21,872
+4% +$499K 5.3% 4
2024
Q3 		$12.1M Buy
516,256
+4,000
+0.8% +$92.6K 5.02% 4
2024
Q2 		$11.6M Buy
512,256
+3,276
+0.6% +$73.5K 5.08% 4
2024
Q1 		$11.6M Buy
508,980
+106,545
+26% +$2.42M 5.12% 4
2023
Q4 		$9.27M Buy
402,435
+45,553
+13% +$1.01M 4.4% 5
2023
Q3 		$7.87M Buy
356,882
+33,492
+10% +$754K 4.12% 5
2023
Q2 		$7.41M Buy
323,390
+5,120
+2% +$119K 3.73% 8
2023
Q1 		$7.44M Buy
318,270
+4,066
+1% +$93.9K 3.88% 6
2022
Q4 		$7.14M Buy
314,204
+6,516
+2% +$148K 4% 8
2022
Q3 		$6.95M Sell
307,688
-33,145
-10% -$785K 3.84% 8
2022
Q2 		$8.15M Sell
340,833
-15,980
-4% -$385K 4.71% 4
2022
Q1 		$8.89M Sell
356,813
-1,253
-0.3% -$32.1K 3.72% 5
2021
Q4 		$9.55M Buy
+358,066
New +$9.48M 3.9% 6

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

Topel & Distasi Wealth Management's GOVT Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 5.6% in Q2 2026, buying an estimated $825K and bringing the position to 687,708 shares worth $15.7M. The position accounts for 7.56% of the portfolio, ranked #4.

Topel & Distasi Wealth Management first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Topel & Distasi Wealth Management held 687,708 shares of iShares US Treasury Bond ETF worth $15.7M as of Q2 2026.
  • Topel & Distasi Wealth Management bought 36,236 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $825K.
  • iShares US Treasury Bond ETF made up 7.56% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.