Advisor OS’s iShares US Treasury Bond ETF GOVT Stock Holding History

Advisor OS’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	$1.35M	Sell	59,315 -19,710	-25%	-$449K	0.09%	161
2026 Q1	$1.81M	Buy	79,025 +161	+0.2%	+$3.71K	0.13%	118
2025 Q4	$1.82M	Buy	78,864 +68,054	+630%	+$1.58M	0.15%	105
2025 Q3	$250K	Sell	10,810 -4,892	-31%	-$112K	0.02%	400
2025 Q2	$361K	Buy	15,702 +5,417	+53%	+$123K	0.04%	314
2025 Q1	$236K	Sell	10,285 -4,977	-33%	-$113K	0.03%	373
2024 Q4	$351K	Buy	+15,262	New	+$348K	0.04%	288

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

Advisor OS's GOVT Position: Q2 2026 in Review

Advisor OS reduced its iShares US Treasury Bond ETF (GOVT) stake by 25% in Q2 2026, selling an estimated $449K and leaving 59,315 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #161.

Advisor OS first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Advisor OS held 59,315 shares of iShares US Treasury Bond ETF worth $1.35M as of Q2 2026.
Advisor OS sold 19,710 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $449K.
iShares US Treasury Bond ETF made up 0.09% of Advisor OS's portfolio in Q2 2026, its #161 holding.
Advisor OS first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Advisor OS's iShares US Treasury Bond ETF position peaked at $1.82M in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.