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 Q2	$838K	Buy	36,803 +6,523	+22%	+$149K	0.17%	164
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Beacon Financial Advisory's GOVT Position: Q2 2026 in Review

Beacon Financial Advisory increased its iShares US Treasury Bond ETF (GOVT) stake by 22% in Q2 2026, buying an estimated $149K and bringing the position to 36,803 shares worth $838K. The position accounts for 0.17% of the portfolio, ranked #164.

Beacon Financial Advisory first reported a position in GOVT in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.14M in Q2 2021. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Beacon Financial Advisory held 36,803 shares of iShares US Treasury Bond ETF worth $838K as of Q2 2026.
Beacon Financial Advisory bought 6,523 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $149K.
iShares US Treasury Bond ETF made up 0.17% of Beacon Financial Advisory's portfolio in Q2 2026, its #164 holding.
Beacon Financial Advisory first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 16 quarters since.
Beacon Financial Advisory's iShares US Treasury Bond ETF position peaked at $1.14M in Q2 2021.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.