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

TSA 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	$10.1M	Sell	442,717 -51,615	-10%	-$1.18M	2.85%	10
2026 Q1	$11.3M	Buy	494,332 +399,087	+419%	+$9.2M	3.66%	9
2025 Q4	$2.19M	Sell	95,245 -896	-0.9%	-$20.7K	0.73%	29
2025 Q3	$2.22M	Buy	96,141 +3,360	+4%	+$77K	0.76%	30
2025 Q2	$2.13M	Buy	92,781 +4,418	+5%	+$101K	0.78%	29
2025 Q1	$2.03M	Buy	88,363 +11,463	+15%	+$260K	0.81%	26
2024 Q4	$1.77M	Buy	76,900 +3,798	+5%	+$86.7K	0.72%	24
2024 Q3	$1.71M	Buy	73,102 +1,456	+2%	+$33.7K	0.69%	24
2024 Q2	$1.62M	Sell	71,646 -31,205	-30%	-$700K	0.69%	25
2024 Q1	$2.34M	Sell	102,851 -42,938	-29%	-$976K	1.02%	20
2023 Q4	$3.36M	Buy	+145,789	New	+$3.25M	1.57%	17

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

TSA Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 10% in Q2 2026, selling an estimated $1.18M and leaving 442,717 shares worth $10.1M. The position accounts for 2.85% of the portfolio, ranked #10.

TSA Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

TSA Wealth Management held 442,717 shares of iShares US Treasury Bond ETF worth $10.1M as of Q2 2026.
TSA Wealth Management sold 51,615 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.18M.
iShares US Treasury Bond ETF made up 2.85% of TSA Wealth Management's portfolio in Q2 2026, its #10 holding.
TSA Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
TSA Wealth Management's iShares US Treasury Bond ETF position peaked at $11.3M in Q1 2026.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.