AWE
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Avidian Wealth Enterprises’s iShares US Treasury Bond ETF GOVT Stock Holding History

Avidian Wealth Enterprises’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 		$1.33M Buy
58,169
+48,578
+506% +$1.12M 0.04% 249
2025
Q4 		$221K Sell
9,591
-1,026
-10% -$23.8K 0.01% 539
2025
Q3 		$245K Buy
10,617
+199
+2% +$4.56K 0.01% 512
2025
Q2 		$239K Buy
10,418
+940
+10% +$21.4K 0.01% 488
2025
Q1 		$218K Sell
9,478
-40
-0.4% -$907 0.01% 491
2024
Q4 		$219K Buy
9,518
+319
+3% +$7.28K 0.01% 469
2024
Q3 		$216K Buy
+9,199
New +$213K 0.01% 468
2024
Q2 		– Sell
-9,109
Closed -$207K – 508
2024
Q1 		$207K Buy
+9,109
New +$207K 0.01% 416
2023
Q4 		– Sell
-25,030
Closed -$552K – 423
2023
Q3 		$552K Sell
25,030
-137,060
-85% -$3.09M 0.04% 239
2023
Q2 		$3.71M Buy
162,090
+58,976
+57% +$1.37M 0.24% 80
2023
Q1 		$2.41M Sell
103,114
-199,448
-66% -$4.61M 0.13% 128
2022
Q4 		$6.87M Buy
302,562
+122,533
+68% +$2.78M 0.45% 48
2022
Q3 		$4.1M Sell
180,029
-4,704
-3% -$111K 0.3% 62
2022
Q2 		$4.42M Sell
184,733
-12,703
-6% -$306K 0.31% 66
2022
Q1 		$4.92M Sell
197,436
-28,887
-13% -$740K 0.3% 65
2021
Q4 		$6.04M Buy
226,323
+109,653
+94% +$2.9M 0.38% 52
2021
Q3 		$3.1M Sell
116,670
-47,456
-29% -$1.27M 0.24% 68
2021
Q2 		$4.37M Buy
164,126
+1,409
+0.9% +$37.2K 0.34% 51
2021
Q1 		$4.26M Buy
162,717
+12
+0% +$321 0.36% 47
2020
Q4 		$4.43M Buy
162,705
+3,348
+2% +$92.4K 0.42% 44
2020
Q3 		$4.45M Buy
159,357
+38,384
+32% +$1.08M 0.5% 44
2020
Q2 		$3.39M Buy
120,973
+6,181
+5% +$173K 0.46% 40
2020
Q1 		$3.21M Buy
114,792
+49,013
+75% +$1.32M 0.52% 32
2019
Q4 		$1.71M Buy
65,779
+14,243
+28% +$372K 0.24% 45
2019
Q3 		$1.36M Buy
+51,536
New +$1.35M 0.22% 43

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

Avidian Wealth Enterprises's GOVT Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares US Treasury Bond ETF (GOVT) stake by 506% in Q1 2026, buying an estimated $1.12M and bringing the position to 58,169 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #249.

Avidian Wealth Enterprises first reported a position in GOVT in Q3 2019 and has held it in 25 quarters since. The position peaked at $6.87M in Q4 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Avidian Wealth Enterprises held 58,169 shares of iShares US Treasury Bond ETF worth $1.33M as of Q1 2026.
  • Avidian Wealth Enterprises bought 48,578 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.12M.
  • iShares US Treasury Bond ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #249 holding.
  • Avidian Wealth Enterprises first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's iShares US Treasury Bond ETF position peaked at $6.87M in Q4 2022.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.