TWM
GOVT icon

Tradition Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Tradition 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 		$2.65M Buy
116,450
+6,112
+6% +$139K 0.16% 128
2026
Q1 		$2.53M Buy
110,338
+97,682
+772% +$2.25M 0.18% 117
2025
Q4 		$291K Buy
12,656
+524
+4% +$12.1K 0.02% 383
2025
Q3 		$281K Buy
12,132
+620
+5% +$14.2K 0.02% 388
2025
Q2 		$265K Buy
11,512
+343
+3% +$7.81K 0.02% 381
2025
Q1 		$257K Sell
11,169
-186
-2% -$4.22K 0.02% 363
2024
Q4 		$261K Sell
11,355
-756
-6% -$17.2K 0.02% 346
2024
Q3 		$284K Sell
12,111
-41
-0.3% -$949 0.03% 331
2024
Q2 		$274K Sell
12,152
-228
-2% -$5.11K 0.03% 326
2024
Q1 		$282K Sell
12,380
-479
-4% -$10.9K 0.03% 313
2023
Q4 		$296K Sell
12,859
-15,363
-54% -$342K 0.03% 276
2023
Q3 		$622K Sell
28,222
-108,673
-79% -$2.45M 0.07% 150
2023
Q2 		$3.13M Buy
136,895
+1,623
+1% +$37.6K 0.37% 62
2023
Q1 		$3.16M Buy
135,272
+132,692
+5,143% +$3.06M 0.39% 55
2022
Q4 		$59K Sell
2,580
-209,402
-99% -$4.76M 0.01% 490
2022
Q3 		$4.83M Buy
211,982
+71,490
+51% +$1.69M 0.72% 39
2022
Q2 		$3.36M Sell
140,492
-47,348
-25% -$1.14M 0.49% 57
2022
Q1 		$4.68M Buy
187,840
+12,589
+7% +$322K 0.6% 49
2021
Q4 		$4.68M Sell
175,251
-2,402
-1% -$63.6K 0.59% 49
2021
Q3 		$4.71M Sell
177,653
-56,231
-24% -$1.51M 0.67% 41
2021
Q2 		$6.22M Buy
233,884
+26,363
+13% +$696K 0.93% 27
2021
Q1 		$5.43M Buy
207,521
+70,664
+52% +$1.89M 0.94% 27
2020
Q4 		$3.73M Buy
+136,857
New +$3.78M 0.72% 40

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

Tradition Wealth Management's GOVT Position: Q2 2026 in Review

Tradition Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 5.5% in Q2 2026, buying an estimated $139K and bringing the position to 116,450 shares worth $2.65M. The position accounts for 0.16% of the portfolio, ranked #128.

Tradition Wealth Management first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.22M in Q2 2021. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Tradition Wealth Management held 116,450 shares of iShares US Treasury Bond ETF worth $2.65M as of Q2 2026.
  • Tradition Wealth Management bought 6,112 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $139K.
  • iShares US Treasury Bond ETF made up 0.16% of Tradition Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Tradition Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's iShares US Treasury Bond ETF position peaked at $6.22M in Q2 2021.
  • 960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.