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

Ullmann Wealth Partners Group’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 		$4.44M Buy
194,716
+11,802
+6% +$269K 0.4% 32
2026
Q1 		$4.19M Buy
182,914
+9,266
+5% +$214K 0.44% 32
2025
Q4 		$4.03M Buy
173,648
+923
+0.5% +$21.4K 0.42% 34
2025
Q3 		$3.99M Buy
172,725
+1,419
+0.8% +$32.5K 0.44% 33
2025
Q2 		$3.94M Sell
171,306
-1,044
-0.6% -$23.8K 0.47% 34
2025
Q1 		$3.96M Sell
172,350
-1,393
-0.8% -$31.6K 0.53% 28
2024
Q4 		$3.99M Sell
173,743
-4,756
-3% -$109K 0.52% 28
2024
Q3 		$4.19M Sell
178,499
-1,855
-1% -$43K 0.54% 28
2024
Q2 		$4.07M Buy
180,354
+2,131
+1% +$47.8K 0.58% 28
2024
Q1 		$4.06M Buy
178,223
+7,118
+4% +$162K 0.6% 25
2023
Q4 		$3.94M Buy
171,105
+61,094
+56% +$1.36M 0.64% 24
2023
Q3 		$2.42M Buy
110,011
+77,693
+240% +$1.75M 0.45% 29
2023
Q2 		$740K Buy
32,318
+23,518
+267% +$545K 0.15% 47
2023
Q1 		$206K Buy
+8,800
New +$203K 0.05% 90

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

Ullmann Wealth Partners Group's GOVT Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its iShares US Treasury Bond ETF (GOVT) stake by 6.5% in Q2 2026, buying an estimated $269K and bringing the position to 194,716 shares worth $4.44M. The position accounts for 0.4% of the portfolio, ranked #32.

Ullmann Wealth Partners Group first reported a position in GOVT in Q1 2023 and has held it in 14 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Ullmann Wealth Partners Group held 194,716 shares of iShares US Treasury Bond ETF worth $4.44M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 11,802 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $269K.
  • iShares US Treasury Bond ETF made up 0.4% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #32 holding.
  • Ullmann Wealth Partners Group first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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