West Wealth Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

West Wealth Group’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	$5.29M	Buy	232,206 +21,344	+10%	+$486K	0.87%	19
2026 Q1	$4.83M	Buy	210,862 +188,574	+846%	+$4.35M	0.95%	19
2025 Q4	$513K	Buy	22,288 +642	+3%	+$14.9K	0.11%	66
2025 Q3	$503K	Buy	21,646 +393	+2%	+$9.01K	0.11%	65
2025 Q2	$488K	Sell	21,253 -2,085	-9%	-$47.5K	0.12%	58
2025 Q1	$536K	Buy	23,338 +966	+4%	+$21.9K	0.16%	46
2024 Q4	$514K	Sell	22,372 -1,828	-8%	-$41.7K	0.15%	47
2024 Q3	$567K	Sell	24,200 -163	-0.7%	-$3.77K	0.18%	43
2024 Q2	$550K	Sell	24,363 -685	-3%	-$15.4K	0.19%	43
2024 Q1	$570K	Sell	25,048 -14,340	-36%	-$326K	0.21%	42
2023 Q4	$908K	Sell	39,388 -40,793	-51%	-$908K	0.36%	30
2023 Q3	$1.77M	Sell	80,181 -159,080	-66%	-$3.58M	0.77%	20
2023 Q2	$5.48M	Sell	239,261 -2,965	-1%	-$68.8K	2.32%	13
2023 Q1	$5.66M	Buy	242,226 +57,553	+31%	+$1.33M	2.62%	13
2022 Q4	$4.2M	Sell	184,673 -296,493	-62%	-$6.74M	2.09%	13
2022 Q3	$11M	Buy	481,166 +83,032	+21%	+$1.97M	5.55%	5
2022 Q2	$9.52M	Sell	398,134 -100,717	-20%	-$2.42M	4.41%	4
2022 Q1	$12.4M	Sell	498,851 -99,976	-17%	-$2.56M	4.94%	4
2021 Q4	$16M	Buy	+598,827	New	+$15.9M	6.01%	5

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

West Wealth Group's GOVT Position: Q2 2026 in Review

West Wealth Group increased its iShares US Treasury Bond ETF (GOVT) stake by 10% in Q2 2026, buying an estimated $486K and bringing the position to 232,206 shares worth $5.29M. The position accounts for 0.87% of the portfolio, ranked #19.

West Wealth Group first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $16M in Q4 2021. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

West Wealth Group held 232,206 shares of iShares US Treasury Bond ETF worth $5.29M as of Q2 2026.
West Wealth Group bought 21,344 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $486K.
iShares US Treasury Bond ETF made up 0.87% of West Wealth Group's portfolio in Q2 2026, its #19 holding.
West Wealth Group first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
West Wealth Group's iShares US Treasury Bond ETF position peaked at $16M in Q4 2021.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.