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Beacon Financial Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Beacon Financial Advisory’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 		$694K Buy
+30,280
New +$698K 0.16% 176
2023
Q3 		– Sell
-20,698
Closed -$474K – 226
2023
Q2 		$474K Buy
20,698
+842
+4% +$19.5K 0.27% 120
2023
Q1 		$464K Buy
19,856
+8,277
+71% +$191K 0.3% 116
2022
Q4 		$263K Sell
11,579
-17,928
-61% -$407K 0.19% 151
2022
Q3 		$672K Buy
29,507
+5,632
+24% +$133K 0.48% 67
2022
Q2 		$571K Sell
23,875
-2,962
-11% -$71.3K 0.32% 102
2022
Q1 		$669K Buy
26,837
+134
+0.5% +$3.43K 0.32% 100
2021
Q4 		$712K Buy
26,703
+1,065
+4% +$28.2K 0.33% 94
2021
Q3 		$680K Sell
25,638
-17,149
-40% -$459K 0.35% 89
2021
Q2 		$1.14M Buy
42,787
+11,535
+37% +$304K 0.61% 45
2021
Q1 		$818K Buy
31,252
+8,911
+40% +$238K 0.47% 75
2020
Q4 		$608K Buy
22,341
+3,055
+16% +$84.3K 0.4% 80
2020
Q3 		$539K Buy
19,286
+8,764
+83% +$246K 0.47% 67
2020
Q2 		$294K Sell
10,522
-3,557
-25% -$99.5K 0.32% 104
2020
Q1 		$394K Buy
+14,079
New +$378K 0.5% 65

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Beacon Financial Advisory's GOVT Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 30,280 shares worth $694K. The stake represents 0.16% of the portfolio and ranks #176 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in GOVT as recently as Q2 2023.

Beacon Financial Advisory first reported a position in GOVT in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2021. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Beacon Financial Advisory held 30,280 shares of iShares US Treasury Bond ETF worth $694K as of Q1 2026.
  • iShares US Treasury Bond ETF was a new Beacon Financial Advisory position in Q1 2026.
  • iShares US Treasury Bond ETF made up 0.16% of Beacon Financial Advisory's portfolio in Q1 2026, its #176 holding.
  • Beacon Financial Advisory first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • Beacon Financial Advisory's iShares US Treasury Bond ETF position peaked at $1.14M in Q2 2021.
  • 927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.