Wellington-Altus USA’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wellington-Altus USA’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	$91.6K	Hold	4,000	–	–	0.07%	225
2026 Q1	$91.1K	Buy	4,000 +2,000	+100%	+$46.1K	0.05%	260
2025 Q4	$46K	Buy	+2,000	New	+$46.3K	0.03%	312

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

Wellington-Altus USA's GOVT Position: Q2 2026 in Review

Wellington-Altus USA held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 4,000 shares worth $91.6K. The position accounts for 0.07% of the portfolio, ranked #225.

Wellington-Altus USA first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Wellington-Altus USA held 4,000 shares of iShares US Treasury Bond ETF worth $91.6K as of Q2 2026.
Wellington-Altus USA left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up 0.07% of Wellington-Altus USA's portfolio in Q2 2026, its #225 holding.
Wellington-Altus USA first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.