AWM
GOVT icon

Avondale Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Avondale Wealth Management’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 		$2.36M Buy
103,473
+6,691
+7% +$152K 0.96% 18
2026
Q1 		$2.22M Buy
96,782
+20,595
+27% +$475K 1.09% 17
2025
Q4 		$1.75M Buy
76,187
+5,198
+7% +$120K 0.9% 19
2025
Q3 		$1.64M Buy
70,989
+3,526
+5% +$80.9K 0.87% 20
2025
Q2 		$1.55M Buy
67,463
+6,717
+11% +$153K 0.87% 21
2025
Q1 		$1.4M Sell
60,746
-1,018
-2% -$23.1K 0.88% 18
2024
Q4 		$1.42M Sell
61,764
-6,588
-10% -$150K 0.91% 18
2024
Q3 		$1.6M Sell
68,352
-9,273
-12% -$215K 1.04% 16
2024
Q2 		$1.75M Sell
77,625
-6,050
-7% -$136K 1.2% 15
2024
Q1 		$1.91M Buy
83,675
+4,001
+5% +$91K 1.34% 15
2023
Q4 		$1.84M Sell
79,674
-11,996
-13% -$267K 1.48% 12
2023
Q3 		$2.02M Buy
91,670
+2,302
+3% +$51.8K 1.77% 12
2023
Q2 		$2.05M Sell
89,368
-541
-0.6% -$12.5K 1.72% 13
2023
Q1 		$2.1M Buy
89,909
+87,435
+3,534% +$2.02M 1.81% 12
2022
Q4 		$56.2K Sell
2,474
-273,801
-99% -$6.22M 0.05% 74
2022
Q3 		$6.29M Sell
276,275
-8,201
-3% -$194K 6.86% 6
2022
Q2 		$6.8M Buy
284,476
+9,402
+3% +$226K 7.89% 5
2022
Q1 		$6.85M Sell
275,074
-29,517
-10% -$756K 8.05% 5
2021
Q4 		$8.13M Buy
304,591
+16,463
+6% +$436K 8.23% 6
2021
Q3 		$7.64M Buy
288,128
+4,546
+2% +$122K 7.46% 5
2021
Q2 		$7.54M Sell
283,582
-1,536
-0.5% -$40.5K 7.05% 6
2021
Q1 		$7.47M Buy
285,118
+3,735
+1% +$99.8K 7.35% 6
2020
Q4 		$7.67M Buy
281,383
+29,705
+12% +$820K 8.89% 5
2020
Q3 		$7.03M Buy
251,678
+16,608
+7% +$466K 10.64% 3
2020
Q2 		$6.58M Sell
235,070
-18,819
-7% -$526K 9.35% 4
2020
Q1 		$7.11M Sell
253,889
-20,694
-8% -$555K 11.23% 3
2019
Q4 		$7.12M Buy
274,583
+3,740
+1% +$97.7K 10.45% 3
2019
Q3 		$7.13M Sell
270,843
-290,292
-52% -$7.58M 11.76% 3
2019
Q2 		$14.5M Buy
561,135
+191,775
+52% +$4.86M 10.65% 3
2019
Q1 		$9.32M Buy
369,360
+28,616
+8% +$712K 7.17% 6
2018
Q4 		$8.4M Buy
+340,744
New +$8.29M 6.97% 6

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 22.96% 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

Avondale Wealth Management's GOVT Position: Q2 2026 in Review

Avondale Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 6.9% in Q2 2026, buying an estimated $152K and bringing the position to 103,473 shares worth $2.36M. The position accounts for 0.96% of the portfolio, ranked #18.

Avondale Wealth Management first reported a position in GOVT in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.5M in Q2 2019. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Avondale Wealth Management held 103,473 shares of iShares US Treasury Bond ETF worth $2.36M as of Q2 2026.
  • Avondale Wealth Management bought 6,691 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $152K.
  • iShares US Treasury Bond ETF made up 0.96% of Avondale Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Avondale Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Avondale Wealth Management's iShares US Treasury Bond ETF position peaked at $14.5M in Q2 2019.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.