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Wealthspire Advisors (New York)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealthspire Advisors (New York)’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 		$27.4M Sell
1,204,706
-29,859
-2% -$680K 0.15% 99
2026
Q1 		$28.3M Sell
1,234,565
-12,844
-1% -$296K 0.22% 66
2025
Q4 		$28.7M Buy
1,247,409
+980,256
+367% +$22.7M 0.23% 64
2025
Q3 		$6.18M Sell
267,153
-14,504
-5% -$333K 0.03% 145
2025
Q2 		$6.47M Sell
281,657
-79,237
-22% -$1.8M 0.04% 142
2025
Q1 		$8.3M Sell
360,894
-29,281
-8% -$664K 0.05% 130
2024
Q4 		$8.97M Sell
390,175
-127,111
-25% -$2.9M 0.09% 112
2024
Q3 		$12.1M Sell
517,286
-59,532
-10% -$1.38M 0.12% 85
2024
Q2 		$13M Sell
576,818
-10,016
-2% -$225K 0.17% 65
2024
Q1 		$13.4M Sell
586,834
-1,149
-0.2% -$26.1K 0.18% 59
2023
Q4 		$13.5M Sell
587,983
-64,233
-10% -$1.43M 0.19% 58
2023
Q3 		$14.4M Sell
652,216
-32,180
-5% -$724K 0.24% 52
2023
Q2 		$15.7M Sell
684,396
-32,770
-5% -$760K 0.26% 52
2023
Q1 		$16.8M Buy
717,166
+46,644
+7% +$1.08M 0.29% 50
2022
Q4 		$15.2M Sell
670,522
-84,802
-11% -$1.93M 0.28% 52
2022
Q3 		$17.2M Sell
755,324
-180,132
-19% -$4.27M 0.36% 47
2022
Q2 		$22.4M Sell
935,456
-345,034
-27% -$8.3M 0.47% 37
2022
Q1 		$31.9M Sell
1,280,490
-209,944
-14% -$5.38M 0.72% 21
2021
Q4 		$39.8M Sell
1,490,434
-208,773
-12% -$5.53M 0.88% 19
2021
Q3 		$45.1M Sell
1,699,207
-965,599
-36% -$25.9M 0.94% 19
2021
Q2 		$70.9M Sell
2,664,806
-364,340
-12% -$9.61M 1.86% 14
2021
Q1 		$79.3M Sell
3,029,146
-720,070
-19% -$19.2M 1.88% 13
2020
Q4 		$102M Sell
3,749,216
-687,459
-15% -$19M 3.04% 8
2020
Q3 		$124M Sell
4,436,675
-434,720
-9% -$12.2M 7.37% 3
2020
Q2 		$136M Sell
4,871,395
-603,060
-11% -$16.9M 9.5% 2
2020
Q1 		$153M Sell
5,474,455
-1,440,050
-21% -$38.6M 6.43% 4
2019
Q4 		$179M Sell
6,914,505
-192,859
-3% -$5.04M 13.06% 3
2019
Q3 		$187M Buy
7,107,364
+339,319
+5% +$8.86M 15.32% 2
2019
Q2 		$175M Buy
6,768,045
+159,492
+2% +$4.04M 15.21% 3
2019
Q1 		$167M Buy
6,608,553
+415,653
+7% +$10.3M 15.47% 3
2018
Q4 		$153M Buy
+6,192,900
New +$151M 14.71% 3

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

Wealthspire Advisors (New York)'s GOVT Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.4% in Q2 2026, selling an estimated $680K and leaving 1,204,706 shares worth $27.4M. The position accounts for 0.15% of the portfolio, ranked #99.

Wealthspire Advisors (New York) first reported a position in GOVT in Q4 2018 and has held it in 31 quarters since. The position peaked at $187M in Q3 2019. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,204,706 shares of iShares US Treasury Bond ETF worth $27.4M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 29,859 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $680K.
  • iShares US Treasury Bond ETF made up 0.15% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #99 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealthspire Advisors (New York)'s iShares US Treasury Bond ETF position peaked at $187M in Q3 2019.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.