Aventura Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Aventura Private 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	$21K	Hold	924	–	–	0.01%	470
2026 Q1	$21.2K	Buy	924 +331	+56%	+$7.63K	0.01%	439
2025 Q4	$13.7K	Sell	593 -22	-4%	-$509	﹤0.01%	473
2025 Q3	$14.2K	Sell	615 -23	-4%	-$527	0.01%	443
2025 Q2	$14.7K	Hold	638	–	–	0.01%	422
2025 Q1	$14.7K	Hold	638	–	–	0.01%	396
2024 Q4	$14.7K	Buy	+638	New	+$14.6K	0.01%	392

Other funds holding GOVT

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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aventura Private Wealth's GOVT Position: Q2 2026 in Review

Aventura Private Wealth held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 924 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #470.

Aventura Private Wealth first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.2K in Q1 2026. 247 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Aventura Private Wealth held 924 shares of iShares US Treasury Bond ETF worth $21K as of Q2 2026.
Aventura Private Wealth left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #470 holding.
Aventura Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's iShares US Treasury Bond ETF position peaked at $21.2K in Q1 2026.
247 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.