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Wealth Enhancement Trust Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealth Enhancement Trust Services’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 		$1.94M Buy
85,236
+5,003
+6% +$114K 0.22% 100
2026
Q1 		$1.84M Buy
80,233
+2,087
+3% +$48.1K 0.22% 93
2025
Q4 		$1.8M Buy
+78,146
New +$1.81M 0.23% 85

Other funds holding GOVT

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Trust Services's GOVT Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares US Treasury Bond ETF (GOVT) stake by 6.2% in Q2 2026, buying an estimated $114K and bringing the position to 85,236 shares worth $1.94M. The position accounts for 0.22% of the portfolio, ranked #100.

Wealth Enhancement Trust Services first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Wealth Enhancement Trust Services held 85,236 shares of iShares US Treasury Bond ETF worth $1.94M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 5,003 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares US Treasury Bond ETF made up 0.22% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #100 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.