World Equity Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

World Equity 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	$761K	Buy	33,388 +4,972	+17%	+$113K	0.17%	137
2026 Q1	$651K	Buy	+28,416	New	+$655K	0.17%	148
2023 Q3	–	Sell	-18,120	Closed	-$415K	–	361
2023 Q2	$415K	Sell	18,120 -24,388	-57%	-$566K	0.12%	211
2023 Q1	$4.46M	Sell	42,508 -12,460	-23%	-$288K	0.67%	30
2022 Q4	$1.25M	Sell	54,968 -81,778	-60%	-$1.86M	0.3%	95
2022 Q3	$3.11M	Buy	136,746 +36,924	+37%	+$875K	0.79%	31
2022 Q2	$2.39M	Sell	99,822 -4,086	-4%	-$98.3K	0.6%	40
2022 Q1	$2.59M	Buy	+103,908	New	+$2.66M	0.56%	43

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

World Equity Group's GOVT Position: Q2 2026 in Review

World Equity Group increased its iShares US Treasury Bond ETF (GOVT) stake by 17% in Q2 2026, buying an estimated $113K and bringing the position to 33,388 shares worth $761K. The position accounts for 0.17% of the portfolio, ranked #137.

World Equity Group first reported a position in GOVT in Q1 2022 and has held it in 8 quarters since. The position peaked at $4.46M in Q1 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

World Equity Group held 33,388 shares of iShares US Treasury Bond ETF worth $761K as of Q2 2026.
World Equity Group bought 4,972 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $113K.
iShares US Treasury Bond ETF made up 0.17% of World Equity Group's portfolio in Q2 2026, its #137 holding.
World Equity Group first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 8 quarters since.
World Equity Group's iShares US Treasury Bond ETF position peaked at $4.46M in Q1 2023.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.