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

Arkadios 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
Q2 		$9.88M Sell
433,748
-2,064
-0.5% -$47K 0.15% 154
2026
Q1 		$9.98M Buy
435,812
+308,169
+241% +$7.1M 0.16% 144
2025
Q4 		$2.94M Buy
127,643
+86,978
+214% +$2.01M 0.06% 338
2025
Q3 		$940K Buy
40,665
+18,818
+86% +$432K 0.02% 667
2025
Q2 		$502K Buy
21,847
+2,985
+16% +$68K 0.01% 838
2025
Q1 		$434K Buy
18,862
+2,209
+13% +$50.1K 0.02% 755
2024
Q4 		$383K Sell
16,653
-2,868
-15% -$65.4K 0.02% 643
2024
Q3 		$458K Buy
19,521
+1,269
+7% +$29.4K 0.03% 570
2024
Q2 		$412K Buy
+18,252
New +$409K 0.03% 529
2024
Q1 		– Sell
-15,116
Closed -$348K – 755
2023
Q4 		$348K Sell
15,116
-4,095
-21% -$91.2K 0.03% 470
2023
Q3 		$423K Buy
+19,211
New +$432K 0.04% 384
2022
Q4 		– Sell
-12,516
Closed -$285K – 572
2022
Q3 		$285K Buy
+12,516
New +$296K 0.04% 393
2021
Q4 		– Sell
-3,407
Closed -$90K – 1064
2021
Q3 		$90K Buy
3,407
+166
+5% +$4.45K 0.01% 717
2021
Q2 		$86K Buy
3,241
+642
+25% +$16.9K 0.01% 765
2021
Q1 		$68K Buy
2,599
+1,464
+129% +$39.1K 0.01% 610
2020
Q4 		$30K Buy
1,135
+8
+0.7% +$221 0.01% 655
2020
Q3 		$31.4K Buy
1,127
+281
+33% +$7.88K 0.02% 502
2020
Q2 		$23.8K Sell
846
-85
-9% -$2.38K 0.01% 515
2020
Q1 		$26.1K Sell
931
-49
-5% -$1.31K 0.02% 434
2019
Q4 		$25.9K Buy
+980
New +$25.6K 0.02% 419

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 22.9% 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

Arkadios Wealth Advisors's GOVT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.47% in Q2 2026, selling an estimated $47K and leaving 433,748 shares worth $9.88M. The position accounts for 0.15% of the portfolio, ranked #154.

Arkadios Wealth Advisors first reported a position in GOVT in Q4 2019 and has held it in 20 quarters since. The position peaked at $9.98M in Q1 2026. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Arkadios Wealth Advisors held 433,748 shares of iShares US Treasury Bond ETF worth $9.88M as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,064 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $47K.
  • iShares US Treasury Bond ETF made up 0.15% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's iShares US Treasury Bond ETF position peaked at $9.98M in Q1 2026.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.