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

Yukon 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	$1.13M	Sell	49,755 -24,707	-33%	-$563K	0.32%	49
2026 Q1	$1.71M	Buy	74,462 +4,413	+6%	+$102K	1.02%	26
2025 Q4	$1.61M	Buy	70,049 +6,430	+10%	+$149K	0.93%	26
2025 Q3	$1.47M	Sell	63,619 -1,195	-2%	-$27.4K	0.48%	41
2025 Q2	$1.49M	Sell	64,814 -51,419	-44%	-$1.17M	0.53%	40
2025 Q1	$2.67M	Buy	+116,233	New	+$2.63M	1.11%	24

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

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

Yukon Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 33% in Q2 2026, selling an estimated $563K and leaving 49,755 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #49.

Yukon Wealth Management first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.67M in Q1 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Yukon Wealth Management held 49,755 shares of iShares US Treasury Bond ETF worth $1.13M as of Q2 2026.
Yukon Wealth Management sold 24,707 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $563K.
iShares US Treasury Bond ETF made up 0.32% of Yukon Wealth Management's portfolio in Q2 2026, its #49 holding.
Yukon Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Yukon Wealth Management's iShares US Treasury Bond ETF position peaked at $2.67M in Q1 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.