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

Williams Jones 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	$226K	Buy	+9,905	New	+$226K	﹤0.01%	501

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Williams Jones Wealth Management's GOVT Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 9,905 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings.

554 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Williams Jones Wealth Management held 9,905 shares of iShares US Treasury Bond ETF worth $226K as of Q2 2026.
iShares US Treasury Bond ETF was a new Williams Jones Wealth Management position in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #501 holding.
554 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.