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

Triad Wealth Partners’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 		$2.09M Sell
93,204
-1,858,464
-95% -$42.3M 0.12% 114
2026
Q1 		$44.7M Buy
1,951,668
+1,350,535
+225% +$31.1M 3.54% 6
2025
Q4 		$13.8M Buy
601,133
+96,977
+19% +$2.25M 1.32% 16
2025
Q3 		$11.7M Buy
504,156
+387,844
+333% +$8.89M 1.5% 17
2025
Q2 		$2.67M Buy
116,312
+24,193
+26% +$551K 0.54% 37
2025
Q1 		$2.12M Buy
92,119
+14,606
+19% +$331K 0.66% 34
2024
Q4 		$1.78M Buy
77,513
+45,437
+142% +$1.04M 0.64% 35
2024
Q3 		$752K Buy
32,076
+21,743
+210% +$503K 0.4% 39
2024
Q2 		$233K Buy
+10,333
New +$232K 0.12% 82

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

Triad Wealth Partners's GOVT Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 95% in Q2 2026, selling an estimated $42.3M and leaving 93,204 shares worth $2.09M. The position accounts for 0.12% of the portfolio, ranked #114.

Triad Wealth Partners first reported a position in GOVT in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.7M in Q1 2026. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Triad Wealth Partners held 93,204 shares of iShares US Treasury Bond ETF worth $2.09M as of Q2 2026.
  • Triad Wealth Partners sold 1,858,464 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $42.3M.
  • iShares US Treasury Bond ETF made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Triad Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's iShares US Treasury Bond ETF position peaked at $44.7M in Q1 2026.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.