WealthCare Investment Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

WealthCare Investment Partners’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	$5.48M	Buy	240,628 +24,647	+11%	+$561K	1.33%	18
2026 Q1	$4.94M	Buy	215,981 +11,874	+6%	+$274K	1.37%	21
2025 Q4	$4.7M	Buy	204,107 +27,357	+15%	+$633K	1.37%	19
2025 Q3	$4.08M	Buy	176,750 +12,810	+8%	+$294K	1.32%	18
2025 Q2	$3.73M	Buy	163,940 +12,487	+8%	+$284K	1.34%	18
2025 Q1	$3.44M	Buy	151,453 +32,892	+28%	+$746K	1.46%	19
2024 Q4	$2.66M	Buy	118,561 +4,946	+4%	+$113K	1.16%	27
2024 Q3	$2.62M	Buy	113,615 +8,146	+8%	+$189K	1.15%	26
2024 Q2	$2.38M	Buy	105,469 +3,839	+4%	+$86.1K	1.11%	29
2024 Q1	$2.31M	Buy	101,630 +6,820	+7%	+$155K	1.12%	27
2023 Q4	$2.17M	Buy	94,810 +2,739	+3%	+$61K	1.18%	25
2023 Q3	$2.01M	Buy	92,071 +8,001	+10%	+$180K	1.23%	25
2023 Q2	$1.91M	Buy	84,070 +4,790	+6%	+$111K	1.15%	28
2023 Q1	$1.85M	Buy	79,280 +6,284	+9%	+$145K	1.12%	24
2022 Q4	$1.66M	Buy	72,996 +22,441	+44%	+$510K	1.13%	23
2022 Q3	$1.15M	Buy	50,555 +1,107	+2%	+$26.2K	0.95%	28
2022 Q2	$1.18M	Buy	49,448 +6,486	+15%	+$156K	1.01%	32
2022 Q1	$1.05M	Buy	42,962 +11,235	+35%	+$288K	0.93%	33
2021 Q4	$846K	Buy	+31,727	New	+$840K	0.82%	36

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

WealthCare Investment Partners's GOVT Position: Q2 2026 in Review

WealthCare Investment Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q2 2026, buying an estimated $561K and bringing the position to 240,628 shares worth $5.48M. The position accounts for 1.33% of the portfolio, ranked #18.

WealthCare Investment Partners first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

WealthCare Investment Partners held 240,628 shares of iShares US Treasury Bond ETF worth $5.48M as of Q2 2026.
WealthCare Investment Partners bought 24,647 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $561K.
iShares US Treasury Bond ETF made up 1.33% of WealthCare Investment Partners's portfolio in Q2 2026, its #18 holding.
WealthCare Investment Partners first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.