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

Traveka 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 		$8.81M Buy
386,951
+62,182
+19% +$1.42M 2.93% 6
2026
Q1 		$7.44M Buy
324,769
+160,271
+97% +$3.69M 2.84% 6
2025
Q4 		$3.79M Buy
164,498
+71,723
+77% +$1.66M 1.54% 17
2025
Q3 		$2.14M Buy
+92,775
New +$2.13M 0.96% 28

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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

Traveka Wealth's GOVT Position: Q2 2026 in Review

Traveka Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 19% in Q2 2026, buying an estimated $1.42M and bringing the position to 386,951 shares worth $8.81M. The position accounts for 2.93% of the portfolio, ranked #6.

Traveka Wealth first reported a position in GOVT in Q3 2025 and has held it in 4 quarters since. 485 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Traveka Wealth held 386,951 shares of iShares US Treasury Bond ETF worth $8.81M as of Q2 2026.
  • Traveka Wealth bought 62,182 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.42M.
  • iShares US Treasury Bond ETF made up 2.93% of Traveka Wealth's portfolio in Q2 2026, its #6 holding.
  • Traveka Wealth first reported a position in iShares US Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 485 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.