Wise Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wise Wealth Partners’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	$620K	Sell	27,215 -738	-3%	-$16.8K	1.05%	22
2026 Q1	$640K	Buy	27,953 +437	+2%	+$10.1K	0.87%	28
2025 Q4	$634K	Sell	27,516 -34,374	-56%	-$796K	0.91%	26
2025 Q3	$1.43M	Sell	61,890 -5,516	-8%	-$126K	2.18%	8
2025 Q2	$1.55M	Sell	67,406 -127,744	-65%	-$2.91M	2.59%	9
2025 Q1	$4.49M	Sell	195,150 -100,478	-34%	-$2.28M	10.72%	2
2024 Q4	$6.79M	Buy	+295,628	New	+$6.74M	16.76%	1

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

Wise Wealth Partners's GOVT Position: Q2 2026 in Review

Wise Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.6% in Q2 2026, selling an estimated $16.8K and leaving 27,215 shares worth $620K. The position accounts for 1.05% of the portfolio, ranked #22.

Wise Wealth Partners first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.79M in Q4 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Wise Wealth Partners held 27,215 shares of iShares US Treasury Bond ETF worth $620K as of Q2 2026.
Wise Wealth Partners sold 738 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $16.8K.
iShares US Treasury Bond ETF made up 1.05% of Wise Wealth Partners's portfolio in Q2 2026, its #22 holding.
Wise Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wise Wealth Partners's iShares US Treasury Bond ETF position peaked at $6.79M in Q4 2024.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.