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

Unique Wealth’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 		$5.86M Buy
257,154
+53,875
+27% +$1.23M 0.68% 34
2026
Q1 		$4.66M Buy
+203,279
New +$4.69M 0.64% 38

Other funds holding GOVT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Unique Wealth's GOVT Position: Q2 2026 in Review

Unique Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 27% in Q2 2026, buying an estimated $1.23M and bringing the position to 257,154 shares worth $5.86M. The position accounts for 0.68% of the portfolio, ranked #34.

Unique Wealth first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Unique Wealth held 257,154 shares of iShares US Treasury Bond ETF worth $5.86M as of Q2 2026.
  • Unique Wealth bought 53,875 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.23M.
  • iShares US Treasury Bond ETF made up 0.68% of Unique Wealth's portfolio in Q2 2026, its #34 holding.
  • Unique Wealth first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 413 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.