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Avantax Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$5.46M Sell
237,437
-8,390
-3% -$191K 0.03% 424
2025
Q1 		$5.65M Buy
245,827
+4,828
+2% +$109K 0.03% 385
2024
Q4 		$5.54M Sell
240,999
-21,972
-8% -$501K 0.03% 371
2024
Q3 		$6.17M Buy
262,971
+43,013
+20% +$996K 0.04% 335
2024
Q2 		$4.96M Sell
219,958
-114
-0.1% -$2.56K 0.04% 373
2024
Q1 		$5.01M Sell
220,072
-6,223
-3% -$141K 0.04% 304
2023
Q4 		$5.21M Sell
226,295
-62,295
-22% -$1.39M 0.05% 276
2023
Q3 		$6.36M Sell
288,590
-262,513
-48% -$5.91M 0.07% 209
2023
Q2 		$12.6M Buy
551,103
+71,448
+15% +$1.66M 0.14% 116
2023
Q1 		$11.2M Buy
479,655
+238,227
+99% +$5.5M 0.14% 124
2022
Q4 		$5.49M Sell
241,428
-297,813
-55% -$6.77M 0.07% 204
2022
Q3 		$12.3M Buy
539,241
+106,208
+25% +$2.52M 0.19% 87
2022
Q2 		$10.3M Buy
433,033
+65,934
+18% +$1.59M 0.16% 99
2022
Q1 		$9.14M Buy
367,099
+50,920
+16% +$1.3M 0.13% 120
2021
Q4 		$8.44M Buy
316,179
+52,281
+20% +$1.38M 0.13% 127
2021
Q3 		$6.99M Buy
263,898
+18,427
+8% +$494K 0.12% 131
2021
Q2 		$6.52M Buy
245,471
+48,706
+25% +$1.29M 0.12% 139
2021
Q1 		$5.15M Sell
196,765
-733
-0.4% -$19.6K 0.11% 149
2020
Q4 		$5.39M Buy
197,498
+11,641
+6% +$321K 0.13% 124
2020
Q3 		$5.2M Buy
185,857
+117,807
+173% +$3.3M 0.08% 206
2020
Q2 		$1.91M Buy
68,050
+23,998
+54% +$671K 0.06% 222
2020
Q1 		$1.24M Buy
44,052
+9,168
+26% +$246K 0.04% 264
2019
Q4 		$905K Buy
34,884
+13,833
+66% +$361K 0.02% 355
2019
Q3 		$556K Buy
21,051
+8,406
+66% +$219K 0.02% 309
2019
Q2 		$326K Buy
12,645
+2,456
+24% +$62.2K 0.01% 383
2019
Q1 		$257K Buy
+10,189
New +$253K 0.01% 393

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Avantax Advisory Services's GOVT Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Treasury Bond ETF (GOVT) stake by 3.4% in Q2 2025, selling an estimated $191K and leaving 237,437 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #424.

Avantax Advisory Services first reported a position in GOVT in Q1 2019 and has held it in 26 quarters since. The position peaked at $12.6M in Q2 2023. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Avantax Advisory Services held 237,437 shares of iShares US Treasury Bond ETF worth $5.46M as of Q2 2025.
  • Avantax Advisory Services sold 8,390 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $191K.
  • iShares US Treasury Bond ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #424 holding.
  • Avantax Advisory Services first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • Avantax Advisory Services's iShares US Treasury Bond ETF position peaked at $12.6M in Q2 2023.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.