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Alliance Wealth Advisors (Utah)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$486K Sell
21,324
-8,030
-27% -$183K 0.09% 139
2026
Q1 		$673K Sell
29,354
-9,524
-24% -$220K 0.15% 101
2025
Q4 		$895K Sell
38,878
-5,372
-12% -$124K 0.19% 111
2025
Q3 		$1.02M Sell
44,250
-20,214
-31% -$464K 0.24% 120
2025
Q2 		$1.48M Buy
64,464
+2,585
+4% +$58.9K 0.36% 77
2025
Q1 		$1.42M Buy
61,879
+1,512
+3% +$34.3K 0.37% 81
2024
Q4 		$1.39M Buy
60,367
+9,062
+18% +$207K 0.36% 84
2024
Q3 		$1.2M Buy
51,305
+504
+1% +$11.7K 0.32% 81
2024
Q2 		$1.15M Buy
50,801
+1,192
+2% +$26.7K 0.34% 76
2024
Q1 		$1.13M Buy
49,609
+4,576
+10% +$104K 0.34% 76
2023
Q4 		$1.04M Buy
45,033
+133
+0.3% +$2.96K 0.35% 73
2023
Q3 		$990K Buy
44,900
+2,627
+6% +$59.1K 0.37% 69
2023
Q2 		$968K Sell
42,273
-287
-0.7% -$6.66K 0.36% 69
2023
Q1 		$995K Buy
42,560
+66
+0.2% +$1.52K 0.4% 65
2022
Q4 		$965K Buy
+42,494
New +$966K 0.43% 64

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Alliance Wealth Advisors (Utah)'s GOVT Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares US Treasury Bond ETF (GOVT) stake by 27% in Q2 2026, selling an estimated $183K and leaving 21,324 shares worth $486K. The position accounts for 0.09% of the portfolio, ranked #139.

Alliance Wealth Advisors (Utah) first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q2 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 21,324 shares of iShares US Treasury Bond ETF worth $486K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 8,030 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares US Treasury Bond ETF made up 0.09% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #139 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s iShares US Treasury Bond ETF position peaked at $1.48M in Q2 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.