BRWA
GOVT icon

B. Riley Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

B. Riley Wealth Advisors’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 		$1.7M Buy
74,360
+18,952
+34% +$432K 0.09% 203
2026
Q1 		$1.27M Buy
+55,408
New +$1.28M 0.08% 240
2024
Q4 		$537K Sell
23,361
-16,608
-42% -$379K 0.02% 673
2024
Q3 		$935K Sell
39,969
-3,132
-7% -$72.5K 0.03% 519
2024
Q2 		$973K Sell
43,101
-40,583
-48% -$910K 0.02% 548
2024
Q1 		$1.84M Buy
83,684
+41,518
+98% +$944K 0.05% 377
2023
Q4 		$972K Sell
42,166
-41,518
-50% -$924K 0.03% 537
2023
Q3 		$1.84M Sell
83,684
-277,505
-77% -$6.25M 0.05% 377
2023
Q2 		$8.27M Buy
361,189
+29,091
+9% +$675K 0.19% 113
2023
Q1 		$7.76M Buy
332,098
+136,477
+70% +$3.15M 0.21% 109
2022
Q4 		$4.44M Sell
195,621
-397,863
-67% -$9.04M 0.12% 183
2022
Q3 		$13.5M Buy
593,484
+89,572
+18% +$2.12M 0.41% 50
2022
Q2 		$12M Sell
503,912
-15,988
-3% -$385K 0.51% 37
2022
Q1 		$13M Buy
519,900
+31,973
+7% +$819K 0.42% 46
2021
Q4 		$13M Buy
487,927
+20,032
+4% +$530K 0.38% 54
2021
Q3 		$12.4M Sell
467,895
-82,788
-15% -$2.22M 0.39% 49
2021
Q2 		$14.6M Buy
550,683
+53,312
+11% +$1.41M 0.48% 34
2021
Q1 		$13M Buy
497,371
+215,185
+76% +$5.75M 0.46% 37
2020
Q4 		$7.69M Sell
282,186
-21,402
-7% -$590K 0.41% 55
2020
Q3 		$8.49M Buy
303,588
+20,577
+7% +$577K 0.45% 54
2020
Q2 		$7.92M Sell
283,011
-75,506
-21% -$2.11M 0.53% 39
2020
Q1 		$10M Buy
358,517
+11,419
+3% +$306K 0.86% 20
2019
Q4 		$9M Buy
347,098
+202,790
+141% +$5.3M 0.77% 20
2019
Q3 		$3.8M Buy
144,308
+96,210
+200% +$2.51M 0.37% 55
2019
Q2 		$1.24M Buy
48,098
+23,849
+98% +$604K 0.14% 162
2019
Q1 		$613K Buy
+24,249
New +$603K 0.08% 278

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

B. Riley Wealth Advisors's GOVT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 34% in Q2 2026, buying an estimated $432K and bringing the position to 74,360 shares worth $1.7M. The position accounts for 0.09% of the portfolio, ranked #203.

B. Riley Wealth Advisors first reported a position in GOVT in Q1 2019 and has held it in 26 quarters since. The position peaked at $14.6M in Q2 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • B. Riley Wealth Advisors held 74,360 shares of iShares US Treasury Bond ETF worth $1.7M as of Q2 2026.
  • B. Riley Wealth Advisors bought 18,952 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $432K.
  • iShares US Treasury Bond ETF made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • B. Riley Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • B. Riley Wealth Advisors's iShares US Treasury Bond ETF position peaked at $14.6M in Q2 2021.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.