AF
GOVT icon

Allworth Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Allworth Financial’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 		$477M Sell
20,921,820
-2,452,183
-10% -$55.8M 2.02% 9
2026
Q1 		$535M Buy
23,374,003
+338,448
+1% +$7.8M 2.17% 7
2025
Q4 		$530M Buy
23,035,555
+593,928
+3% +$13.7M 2.17% 7
2025
Q3 		$519M Buy
22,441,627
+641,361
+3% +$14.7M 2.29% 7
2025
Q2 		$501M Buy
21,800,266
+269,231
+1% +$6.13M 2.4% 7
2025
Q1 		$492M Sell
21,531,035
-11,705,560
-35% -$265M 2.77% 7
2024
Q4 		$747M Buy
33,236,595
+4,437,105
+15% +$101M 4.11% 7
2024
Q3 		$675M Buy
28,799,490
+735,803
+3% +$17M 4.11% 7
2024
Q2 		$638M Buy
28,063,687
+1,129,783
+4% +$25.3M 4.12% 7
2024
Q1 		$613M Buy
26,933,904
+1,749,973
+7% +$39.8M 4.33% 7
2023
Q4 		$580M Buy
25,183,931
+486,526
+2% +$10.8M 4.44% 7
2023
Q3 		$544M Buy
24,697,405
+4,444,542
+22% +$100M 4.66% 7
2023
Q2 		$464M Buy
20,252,863
+1,869,115
+10% +$43.4M 3.93% 7
2023
Q1 		$430M Buy
18,383,748
+1,495,016
+9% +$34.5M 4.31% 5
2022
Q4 		$384M Buy
16,888,732
+659,726
+4% +$15M 4.25% 5
2022
Q3 		$369M Buy
16,229,006
+9,150,330
+129% +$217M 4.67% 5
2022
Q2 		$169M Buy
7,078,676
+314,210
+5% +$7.56M 2.32% 8
2022
Q1 		$169M Buy
6,764,466
+5,671,470
+519% +$145M 2.15% 8
2021
Q4 		$29.2M Buy
1,092,996
+137,066
+14% +$3.63M 0.41% 40
2021
Q3 		$25.4M Buy
955,930
+363,457
+61% +$9.73M 0.42% 39
2021
Q2 		$15.8M Buy
592,473
+591,970
+117,688% +$15.6M 0.29% 46
2021
Q1 		$13K Hold
503
– – ﹤0.01% 904
2020
Q4 		$14K Buy
503
+330
+191% +$9.1K ﹤0.01% 753
2020
Q3 		$5K Buy
173
+1
+0.6% +$28 ﹤0.01% 840
2020
Q2 		$5K Buy
+172
New +$4.81K ﹤0.01% 860
2020
Q1 		– Sell
-40
Closed -$1K – 1273
2019
Q4 		$1K Buy
+40
New +$1.04K ﹤0.01% 984
2019
Q2 		– Sell
-449
Closed -$11K – 973
2019
Q1 		$11K Sell
449
-31
-6% -$771 ﹤0.01% 556
2018
Q4 		$12K Buy
+480
New +$11.7K ﹤0.01% 485

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

Allworth Financial's GOVT Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Treasury Bond ETF (GOVT) stake by 10% in Q2 2026, selling an estimated $55.8M and leaving 20,921,820 shares worth $477M. The position accounts for 2.02% of the portfolio, ranked #9.

Allworth Financial first reported a position in GOVT in Q4 2018 and has held it in 28 quarters since. The position peaked at $747M in Q4 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Allworth Financial held 20,921,820 shares of iShares US Treasury Bond ETF worth $477M as of Q2 2026.
  • Allworth Financial sold 2,452,183 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $55.8M.
  • iShares US Treasury Bond ETF made up 2.02% of Allworth Financial's portfolio in Q2 2026, its #9 holding.
  • Allworth Financial first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Allworth Financial's iShares US Treasury Bond ETF position peaked at $747M in Q4 2024.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.