4Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

4Wealth Advisors’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	$1.54M	Sell	70,191 -108	-0.2%	-$2.42K	1.06%	23
2026 Q2	$1.61M	Sell	70,299 -2,033	-3%	-$46.3K	1.23%	19
2026 Q1	$1.66M	Sell	72,332 -29,406	-29%	-$678K	1.41%	18
2025 Q4	$2.34M	Sell	101,738 -2,027	-2%	-$46.9K	2%	10
2025 Q3	$2.4M	Sell	103,765 -5,288	-5%	-$121K	2.14%	11
2025 Q2	$2.51M	Sell	109,053 -2,129	-2%	-$48.5K	2.55%	7
2025 Q1	$2.56M	Sell	111,182 -3,942	-3%	-$89.4K	2.78%	4
2024 Q4	$2.65M	Buy	+115,124	New	+$2.63M	2.65%	4

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

4Wealth Advisors's GOVT Position: Q3 2026 in Review

4Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.15% in Q3 2026, selling an estimated $2.42K and leaving 70,191 shares worth $1.54M. The position accounts for 1.06% of the portfolio, ranked #23.

4Wealth Advisors first reported a position in GOVT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.65M in Q4 2024. 421 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

4Wealth Advisors held 70,191 shares of iShares US Treasury Bond ETF worth $1.54M as of Q3 2026.
4Wealth Advisors sold 108 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $2.42K.
iShares US Treasury Bond ETF made up 1.06% of 4Wealth Advisors's portfolio in Q3 2026, its #23 holding.
4Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's iShares US Treasury Bond ETF position peaked at $2.65M in Q4 2024.
421 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.