WWM
GOVT icon

Western Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Western Wealth Management’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 		$1.56M Buy
68,549
+14,986
+28% +$341K 0.05% 361
2026
Q1 		$1.23M Buy
53,563
+17,997
+51% +$415K 0.05% 383
2025
Q4 		$819K Buy
35,566
+5,191
+17% +$120K 0.04% 399
2025
Q3 		$702K Buy
30,375
+7,509
+33% +$172K 0.04% 373
2025
Q2 		$525K Buy
22,866
+3,219
+16% +$73.3K 0.03% 396
2025
Q1 		$452K Sell
19,647
-36,840
-65% -$835K 0.03% 421
2024
Q4 		$1.3M Buy
56,487
+32,566
+136% +$743K 0.07% 267
2024
Q3 		$561K Buy
23,921
+10,415
+77% +$241K 0.03% 435
2024
Q2 		$305K Sell
13,506
-1,678
-11% -$37.6K 0.02% 497
2024
Q1 		$346K Buy
15,184
+3,687
+32% +$83.8K 0.03% 464
2023
Q4 		$265K Sell
11,497
-2,261
-16% -$50.3K 0.02% 580
2023
Q3 		$303K Sell
13,758
-10,312
-43% -$232K 0.03% 510
2023
Q2 		$551K Buy
24,070
+2,064
+9% +$47.9K 0.05% 355
2023
Q1 		$514K Buy
22,006
+6,780
+45% +$157K 0.05% 362
2022
Q4 		$346K Sell
15,226
-53,045
-78% -$1.21M 0.04% 424
2022
Q3 		$1.56M Buy
68,271
+15,455
+29% +$366K 0.09% 225
2022
Q2 		$1.26M Buy
52,816
+32,892
+165% +$791K 0.07% 261
2022
Q1 		$496K Sell
19,924
-21,674
-52% -$555K 0.02% 532
2021
Q4 		$1.11M Buy
+41,598
New +$1.1M 0.11% 177
2021
Q2 		$1.09M Buy
40,949
+30,060
+276% +$793K 0.11% 194
2021
Q1 		$285K Sell
10,889
-1,634
-13% -$43.7K 0.04% 413
2020
Q4 		$341K Sell
12,523
-23,837
-66% -$658K 0.05% 324
2020
Q3 		$1.02M Buy
36,360
+1,803
+5% +$50.6K 0.17% 137
2020
Q2 		$967K Buy
34,557
+12,167
+54% +$340K 0.18% 135
2020
Q1 		$628K Buy
22,390
+13,907
+164% +$373K 0.14% 156
2019
Q4 		$220K Sell
8,483
-4,425
-34% -$116K 0.03% 373
2019
Q3 		$341K Buy
12,908
+2,637
+26% +$68.9K 0.07% 267
2019
Q2 		$264K Buy
+10,271
New +$260K 0.03% 332

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

Western Wealth Management's GOVT Position: Q2 2026 in Review

Western Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 28% in Q2 2026, buying an estimated $341K and bringing the position to 68,549 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #361.

Western Wealth Management first reported a position in GOVT in Q2 2019 and has held it in 28 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Western Wealth Management held 68,549 shares of iShares US Treasury Bond ETF worth $1.56M as of Q2 2026.
  • Western Wealth Management bought 14,986 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $341K.
  • iShares US Treasury Bond ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Western Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.