Avantra Family Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Avantra Family Wealth’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	$378K	Buy	+16,574	New	+$377K	0.24%	122

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantra Family Wealth's GOVT Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 16,574 shares worth $378K. The stake represents 0.24% of the portfolio and ranks #122 among its holdings.

456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Avantra Family Wealth held 16,574 shares of iShares US Treasury Bond ETF worth $378K as of Q2 2026.
iShares US Treasury Bond ETF was a new Avantra Family Wealth position in Q2 2026.
iShares US Treasury Bond ETF made up 0.24% of Avantra Family Wealth's portfolio in Q2 2026, its #122 holding.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.