Unique Wealth
GOVT icon

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
Q3 		$5.69M Buy
260,027
+2,873
+1% +$64.3K 0.65% 39
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 $84.4B AUM 20.16% 1-Year Est. Return
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
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 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

Unique Wealth's GOVT Position: Q3 2026 in Review

Unique Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q3 2026, buying an estimated $64.3K and bringing the position to 260,027 shares worth $5.69M. The position accounts for 0.65% of the portfolio, ranked #39.

Unique Wealth first reported a position in GOVT in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.86M in Q2 2026. 406 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Unique Wealth held 260,027 shares of iShares US Treasury Bond ETF worth $5.69M as of Q3 2026.
  • Unique Wealth bought 2,873 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $64.3K.
  • iShares US Treasury Bond ETF made up 0.65% of Unique Wealth's portfolio in Q3 2026, its #39 holding.
  • Unique Wealth first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Unique Wealth's iShares US Treasury Bond ETF position peaked at $5.86M in Q2 2026.
  • 406 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.