Advyzon Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Advyzon Investment 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	$2.41M	Buy	105,708 +13,651	+15%	+$311K	0.17%	126
2026 Q1	$2.11M	Buy	92,057 +28,852	+46%	+$665K	0.19%	123
2025 Q4	$1.46M	Buy	63,205 +4,850	+8%	+$112K	0.17%	131
2025 Q3	$1.35M	Buy	58,355 +18,280	+46%	+$419K	0.23%	99
2025 Q2	$921K	Buy	40,075 +2,095	+6%	+$47.7K	0.2%	106
2025 Q1	$873K	Sell	37,980 -1,297	-3%	-$29.4K	0.31%	64
2024 Q4	$903K	Buy	+39,277	New	+$896K	0.35%	52

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

Advyzon Investment Management's GOVT Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares US Treasury Bond ETF (GOVT) stake by 15% in Q2 2026, buying an estimated $311K and bringing the position to 105,708 shares worth $2.41M. The position accounts for 0.17% of the portfolio, ranked #126.

Advyzon Investment Management first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Advyzon Investment Management held 105,708 shares of iShares US Treasury Bond ETF worth $2.41M as of Q2 2026.
Advyzon Investment Management bought 13,651 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $311K.
iShares US Treasury Bond ETF made up 0.17% of Advyzon Investment Management's portfolio in Q2 2026, its #126 holding.
Advyzon Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.