Beacon Pointe Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Beacon Pointe 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	$2.09M	Buy	91,667 +2,886	+3%	+$65.7K	0.01%	751
2026 Q1	$2.03M	Sell	88,781 -9,022	-9%	-$208K	0.01%	729
2025 Q4	$2.25M	Buy	+97,803	New	+$2.26M	0.02%	571
2025 Q3	–	Sell	-8,932	Closed	-$205K	–	1437
2025 Q2	$205K	Sell	8,932 -166	-2%	-$3.78K	﹤0.01%	1182
2025 Q1	$209K	Buy	9,098 +201	+2%	+$4.56K	﹤0.01%	1141
2024 Q4	$204K	Sell	8,897 -962	-10%	-$21.9K	﹤0.01%	1138
2024 Q3	$231K	Sell	9,859 -625	-6%	-$14.5K	﹤0.01%	1111
2024 Q2	$237K	Sell	10,484 -5,152	-33%	-$116K	﹤0.01%	1132
2024 Q1	$356K	Sell	15,636 -4,240	-21%	-$96.4K	﹤0.01%	1048
2023 Q4	$458K	Sell	19,876 -8,002	-29%	-$178K	0.01%	930
2023 Q3	$614K	Buy	27,878 +5,791	+26%	+$130K	0.01%	802
2023 Q2	$506K	Sell	22,087 -89,564	-80%	-$2.08M	0.01%	712
2023 Q1	$2.61M	Buy	111,651 +91,249	+447%	+$2.11M	0.04%	336
2022 Q4	$464K	Buy	+20,402	New	+$464K	0.01%	712

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 Pointe Advisors's GOVT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 3.3% in Q2 2026, buying an estimated $65.7K and bringing the position to 91,667 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #751.

Beacon Pointe Advisors first reported a position in GOVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.61M in Q1 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Beacon Pointe Advisors held 91,667 shares of iShares US Treasury Bond ETF worth $2.09M as of Q2 2026.
Beacon Pointe Advisors bought 2,886 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $65.7K.
iShares US Treasury Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #751 holding.
Beacon Pointe Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Pointe Advisors's iShares US Treasury Bond ETF position peaked at $2.61M in Q1 2023.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.