West Branch Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

West Branch 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	$10.2K	Hold	447	–	–	﹤0.01%	232
2026 Q1	$10.2K	Hold	447	–	–	﹤0.01%	227
2025 Q4	$10.3K	Hold	447	–	–	﹤0.01%	260
2025 Q3	$10.3K	Hold	447	–	–	﹤0.01%	274
2025 Q2	$10.3K	Hold	447	–	–	﹤0.01%	266
2025 Q1	$10.3K	Hold	447	–	–	﹤0.01%	280
2024 Q4	$10.3K	Hold	447	–	–	﹤0.01%	265
2024 Q3	$10.5K	Buy	447 +105	+31%	+$2.43K	﹤0.01%	267
2024 Q2	$7.72K	Buy	+342	New	+$7.67K	﹤0.01%	292

Other funds holding GOVT

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

West Branch Capital's GOVT Position: Q2 2026 in Review

West Branch Capital held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 447 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

West Branch Capital first reported a position in GOVT in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.5K in Q3 2024. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

West Branch Capital held 447 shares of iShares US Treasury Bond ETF worth $10.2K as of Q2 2026.
West Branch Capital left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #232 holding.
West Branch Capital first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
West Branch Capital's iShares US Treasury Bond ETF position peaked at $10.5K in Q3 2024.
215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.