TSA Wealth Management
GOVT icon

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
Q3 		$12.4M Buy
566,985
+124,268
+28% +$2.78M 3.48% 8
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

TSA Wealth Management's GOVT Position: Q3 2026 in Review

TSA Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 28% in Q3 2026, buying an estimated $2.78M and bringing the position to 566,985 shares worth $12.4M. The position accounts for 3.48% of the portfolio, ranked #8.

TSA Wealth Management first reported a position in GOVT in Q4 2023 and has held it in 12 quarters since. 353 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • TSA Wealth Management held 566,985 shares of iShares US Treasury Bond ETF worth $12.4M as of Q3 2026.
  • TSA Wealth Management bought 124,268 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $2.78M.
  • iShares US Treasury Bond ETF made up 3.48% of TSA Wealth Management's portfolio in Q3 2026, its #8 holding.
  • TSA Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.