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Wedmont Private Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wedmont Private Capital’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 		$106M Buy
4,672,099
+301,698
+7% +$6.87M 2.89% 8
2026
Q1 		$100M Buy
4,370,401
+544,772
+14% +$12.6M 3.23% 7
2025
Q4 		$88.3M Buy
3,825,629
+418,840
+12% +$9.7M 3.07% 7
2025
Q3 		$78.6M Buy
3,406,789
+339,450
+11% +$7.78M 2.92% 8
2025
Q2 		$69.9M Buy
3,067,339
+70,013
+2% +$1.59M 2.98% 8
2025
Q1 		$67.9M Buy
2,997,326
+237,415
+9% +$5.38M 3.48% 7
2024
Q4 		$61.5M Buy
2,759,911
+366,938
+15% +$8.37M 3.24% 7
2024
Q3 		$55.2M Buy
2,392,973
+274,475
+13% +$6.36M 3.15% 6
2024
Q2 		$48.3M Buy
2,118,498
+252,351
+14% +$5.66M 3.04% 6
2024
Q1 		$42M Buy
1,866,147
+99,373
+6% +$2.26M 3.07% 7
2023
Q4 		$40.5M Buy
1,766,774
+246,787
+16% +$5.49M 3.31% 7
2023
Q3 		$33.4M Buy
1,519,987
+244,712
+19% +$5.51M 3.38% 6
2023
Q2 		$29.2M Buy
1,275,275
+167,161
+15% +$3.88M 3.14% 6
2023
Q1 		$26M Buy
1,108,114
+129,016
+13% +$2.98M 3.42% 6
2022
Q4 		$22.7M Buy
979,098
+176,554
+22% +$4.01M 3.39% 5
2022
Q3 		$18.3M Sell
802,544
-44,772
-5% -$1.06M 3.67% 4
2022
Q2 		$20.3M Buy
847,316
+234,591
+38% +$5.64M 4.37% 4
2022
Q1 		$15.2M Buy
612,725
+117,288
+24% +$3M 3.39% 5
2021
Q4 		$13M Buy
+495,437
New +$13.1M 3.99% 5

Other funds holding GOVT

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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Wedmont Private Capital's GOVT Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 6.9% in Q2 2026, buying an estimated $6.87M and bringing the position to 4,672,099 shares worth $106M. The position accounts for 2.89% of the portfolio, ranked #8.

Wedmont Private Capital first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. 301 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Wedmont Private Capital held 4,672,099 shares of iShares US Treasury Bond ETF worth $106M as of Q2 2026.
  • Wedmont Private Capital bought 301,698 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $6.87M.
  • iShares US Treasury Bond ETF made up 2.89% of Wedmont Private Capital's portfolio in Q2 2026, its #8 holding.
  • Wedmont Private Capital first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.