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Twele Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Twele Capital 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 		$4.27M Buy
187,305
+31,134
+20% +$709K 0.7% 19
2026
Q1 		$3.58M Buy
156,171
+2,985
+2% +$68.8K 0.64% 19
2025
Q4 		$3.53M Buy
153,186
+8,194
+6% +$190K 0.63% 19
2025
Q3 		$3.35M Buy
144,992
+18,349
+14% +$421K 0.62% 19
2025
Q2 		$2.91M Buy
126,643
+17,834
+16% +$406K 0.58% 18
2025
Q1 		$2.5M Buy
108,809
+3,347
+3% +$75.9K 0.53% 18
2024
Q4 		$2.42M Buy
105,462
+9,727
+10% +$222K 0.51% 18
2024
Q3 		$2.24M Buy
95,735
+17,991
+23% +$417K 0.47% 18
2024
Q2 		$1.75M Buy
77,744
+19,827
+34% +$445K 0.4% 19
2024
Q1 		$1.32M Buy
57,917
+6,816
+13% +$155K 0.3% 21
2023
Q4 		$1.18M Sell
51,101
-6,167
-11% -$137K 0.19% 25
2023
Q3 		$1.26M Buy
+57,268
New +$1.29M 0.22% 25

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Twele Capital Management's GOVT Position: Q2 2026 in Review

Twele Capital Management increased its iShares US Treasury Bond ETF (GOVT) stake by 20% in Q2 2026, buying an estimated $709K and bringing the position to 187,305 shares worth $4.27M. The position accounts for 0.7% of the portfolio, ranked #19.

Twele Capital Management first reported a position in GOVT in Q3 2023 and has held it in 12 quarters since. 166 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Twele Capital Management held 187,305 shares of iShares US Treasury Bond ETF worth $4.27M as of Q2 2026.
  • Twele Capital Management bought 31,134 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $709K.
  • iShares US Treasury Bond ETF made up 0.7% of Twele Capital Management's portfolio in Q2 2026, its #19 holding.
  • Twele Capital Management first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.