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 Q3	–	Sell	-27,215	Closed	-$620K	–	42
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Wise Wealth Partners's GOVT Position: Q3 2026 in Review

Wise Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2026, closing a stake of 27,215 shares — an estimated $620K sold.

Wise Wealth Partners first reported a position in GOVT in Q4 2024 and held it in 7 quarters. The position peaked at $6.79M in Q4 2024. 421 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Wise Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Wise Wealth Partners sold 27,215 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $620K.
Wise Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2024 and held it in 7 quarters.
Wise Wealth Partners's iShares US Treasury Bond ETF position peaked at $6.79M in Q4 2024.
421 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.