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 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 $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

4Wealth Advisors's GOVT Position: Q2 2026 in Review

4Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.8% in Q2 2026, selling an estimated $46.3K and leaving 70,299 shares worth $1.61M. The position accounts for 1.23% of the portfolio, ranked #19.

4Wealth Advisors first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q4 2024. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

4Wealth Advisors held 70,299 shares of iShares US Treasury Bond ETF worth $1.61M as of Q2 2026.
4Wealth Advisors sold 2,033 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $46.3K.
iShares US Treasury Bond ETF made up 1.23% of 4Wealth Advisors's portfolio in Q2 2026, its #19 holding.
4Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's iShares US Treasury Bond ETF position peaked at $2.65M in Q4 2024.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.