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Arete Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Arete Wealth 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
Q1 		$1.75M Buy
76,409
+20,640
+37% +$476K 0.13% 164
2025
Q4 		$1.28M Sell
55,769
-1,722
-3% -$39.9K 0.08% 243
2025
Q3 		$1.33M Buy
57,491
+8,885
+18% +$204K 0.08% 227
2025
Q2 		$1.12M Buy
48,606
+433
+0.9% +$9.86K 0.08% 242
2025
Q1 		$1.11M Buy
48,173
+14,680
+44% +$333K 0.08% 236
2024
Q4 		$759K Buy
33,493
+3,890
+13% +$88.8K 0.05% 309
2024
Q3 		$694K Sell
29,603
-1,262
-4% -$29.2K 0.06% 288
2024
Q2 		$697K Sell
30,865
-4,856
-14% -$109K 0.06% 315
2024
Q1 		$813K Buy
35,721
+114
+0.3% +$2.59K 0.08% 236
2023
Q4 		$820K Buy
35,607
+10,291
+41% +$229K 0.06% 290
2023
Q3 		$558K Sell
25,316
-42,731
-63% -$962K 0.1% 217
2023
Q2 		$1.56M Sell
68,047
-2,930
-4% -$68K 0.14% 153
2023
Q1 		$1.66M Sell
70,977
-5,917
-8% -$137K 0.14% 140
2022
Q4 		$1.75B Buy
76,894
+9,293
+14% +$211K 0.15% 125
2022
Q3 		$1.54M Buy
67,601
+44,355
+191% +$1.05M 0.15% 124
2022
Q2 		$556K Sell
23,246
-852
-4% -$20.5K 0.06% 224
2022
Q1 		$600K Sell
24,098
-5,508
-19% -$141K 0.05% 250
2021
Q4 		$776K Sell
29,606
-1,468
-5% -$38.9K 0.07% 215
2021
Q3 		$824K Buy
31,074
+10,631
+52% +$285K 0.09% 189
2021
Q2 		$544K Buy
20,443
+979
+5% +$25.8K 0.08% 194
2021
Q1 		$510K Buy
+19,464
New +$520K 0.07% 238
2020
Q4 		– Sell
-8,593
Closed -$240K – 420
2020
Q3 		$240K Sell
8,593
-3,029
-26% -$84.9K 0.04% 324
2020
Q2 		$325K Sell
11,622
-56,502
-83% -$1.58M 0.06% 281
2020
Q1 		$1.91M Buy
68,124
+49,511
+266% +$1.33M 0.38% 58
2019
Q4 		$483K Buy
18,613
+8,045
+76% +$210K 0.08% 235
2019
Q3 		$278K Buy
10,568
+1,943
+23% +$50.7K 0.05% 302
2019
Q2 		$223K Buy
+8,625
New +$218K 0.04% 345

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Arete Wealth Advisors's GOVT Position: Q1 2026 in Review

Arete Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 37% in Q1 2026, buying an estimated $476K and bringing the position to 76,409 shares worth $1.75M. The position accounts for 0.13% of the portfolio, ranked #164.

Arete Wealth Advisors first reported a position in GOVT in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.75B in Q4 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Arete Wealth Advisors held 76,409 shares of iShares US Treasury Bond ETF worth $1.75M as of Q1 2026.
  • Arete Wealth Advisors bought 20,640 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $476K.
  • iShares US Treasury Bond ETF made up 0.13% of Arete Wealth Advisors's portfolio in Q1 2026, its #164 holding.
  • Arete Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • Arete Wealth Advisors's iShares US Treasury Bond ETF position peaked at $1.75B in Q4 2022.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.